PROFESSIONAL PROFILE
Joslain Joseph, CRPC®, CSNA
Financial Advisor
Joslain has the designation of Chartered Retirement Planning CounselorSM and the designation of Certified Special Needs Advisor. He adheres to a disciplined process that delivers a consistent yet customized wealth management experience.
At the heart of his philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and exceptional service.
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/or a business professional.
With this intimate knowledge, Joslain is able to help you establish objectives, develop an appropriate strategy and recommend solutions that are in line with your stated goals, dreams, asset allocation and diversification, and the need for a retirement income stream.
My extended team members include:
James Harrison - Insurance Specialist
Christopher Colombo - Trust Specialist
Aileen Takio - Retirement Specialist
Tom Pavlick - Business Financing Specialist
Joslain is an essential partner when working with clients and family advisors regarding estate planning issues, and helping to reduce/minimize taxes. Merrill Lynch Advisors do not provide legal or tax advice. Joslain is a graduate of the University of Rochester, Rochester New York, with a Master of Science in Public Policy Analysis (Major: Finance and Statistics). He also has a Bachelor's degree in Applied Economics and speaks French (Native), English and Spanish.