Joseph Hargrove
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Chicago, IL 60606
Credentials
Series 63, Series 66
Industry experience
21 years
Joseph Hargrove is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with families to grow, preserve, and transition assets to the next generation, creating personalized financial plans based on each client's needs and priorities. Prior to joining Merrill Lynch, he built a wealth management practice at Charles Schwab, where he worked for eleven years. He began his career in 2004 in wholesaling and institutional sales with BondWave and First Trust portfolios, bringing over eighteen years of experience to his current position.
Joseph holds a Bachelor's degree in Finance and Investment Consulting from DePaul University. He has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is a member of the Chicago Estate Planning Council and serves on the Executive Leadership Committee for the Midwest Chapter of the Alliance of Mergers and Acquisition Advisors.
He and his family reside in the North Center neighborhood of Chicago. Outside of his professional work, Joseph has interests in cooking, golfing, and spending time with his family.
Based on Merrill
110 N Wacker Dr
Chicago, IL 60606
Illinois · Texas
Bank Of America, N.a.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Charles Schwab
2011 - 2022 (11 years)
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