The Alliance of M&A Advisors is proud to feature this list of experts of all types:
Joe has more than 20 years of experience providing financial and wealth management advice and services. A graduate of Loyola University, Baltimore MD, (BBA, Finance) Joe has also achieved the Certified Investment Management Analyst(SM) designation through the Investment Management Consultants Association (IMCA. Additionally, in 2009, Joe became a member of the Alliance for Mergers and Acquisition Advisors. Moreover, Joe earned the rank of Eagle Scout in 1984 and founded the Chicago Chapter of the National Eagle Scout Association in the early 90’s, which he ran for 5 years. Joe joined Merrill Lynch in 1990. At Merrill Lynch, the Scandariato Group is a wealth management practice primarily focused on advising corporate executives, business professionals and entrepreneurs. Joe Scandariato adheres to a disciplined process that strives to deliver a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Joe is able to help you establish objectives and develop an appropriate strategy that draws upon the breadth and depth of our Total Merrill(SM) resources to connect all the pieces of your financial life. Whether you're growing or thinking of selling your privately held company, building a legacy for your family, saving for your children’s or grandchildren’s education or simply buying a new home or vacation home, The Scandariato Group develops and implements strategies that can help you achieve your most important goals.?