They say it’s not how you start that’s important, but how you finish. Therefore, I’ve dedicated my career to guiding people on their financial journey, so no matter how they began or what obstacles life throws their way, that we are consistently working to help them reach their end goals.
After spending over 20 years in the institutional retirement services industry with Fidelity Investments and Edelman Financial Engines, I joined Edward Jones to have more of a direct impact on my clients’ retirement readiness. It’s something I’m very passionate about, having seen what can happen when people don't have the benefit of professional advice.
As the son of Italian immigrant parents, I worked hard to graduate from Dartmouth College and then to earn the CFA® and CFP® designations, which hold me to the highest industry standards to always do what’s in the best interest of my clients. I apply that experience and strong work ethic every day to help my clients. I treat my clients with the utmost respect and care, partnering with them to create a long-term strategy that addresses their needs and allows for adjustments through all phases of life.
Outside of work, I like to spend time with my family, whether it’s coaching the sports teams of my three children or taking trips to the beach and ski slopes. I’m a sports, travel and restaurant enthusiast, and serve as a Milton Town Meeting member, in addition to sitting on the boards of the Milton Chamber of Commerce, Quincy Chamber of Commerce and the Popponesset Beach Association.
I ask for the opportunity to partner with you along your retirement journey, and will work hard to prove that you made the right decision entrusting me to help you finish strong!
Connect with me on LinkedIn: www.linkedin.com/in/JoeParlavecchio
Follow me on Facebook: www.facebook.com/EJAdvisorJoeParlavecchio
- Wealth Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Community Outreach
- Coaching Sports