Joseph Wilber
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.
Joseph Wilber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, and tax minimization. Joseph works with individuals and families to help them accomplish their financial goals.
Joseph holds a Bachelor's Degree in Finance from the University of Georgia. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).
Outside of his professional work, Joseph is involved in community and volunteer activities including the Atlanta Outdoor Club, Northside Youth Organization where he helps coach a youth baseball team, the UGA Mentorship Program, and the UGA Alumni Association. He lives in Brookhaven with his wife and enjoys spending time with family and friends, as well as activities such as baseball, billiards, fishing, football, golfing, skiing, and traveling.
Bank Of America, N.a.
2017 - Present (9 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2017 - Present (9 years)
University of Georgia
2016 - 2017 (1 year)
Fidelity Bank
2016 - 2016 (1 year)
University of Georgia
2015 - 2016 (1 year)
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