J Fioroni
Advisor at Merrill
Updated today
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.
About
J Fioroni is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in investment and wealth management advisory services. Since joining Merrill in 1982, he has focused on developing client relationships tailored to their individual needs and aspirations. Working as part of Team Fioroni, which collectively holds over 60 years of industry experience, he assists clients ranging from growing families to retirees in defining and pursuing their financial goals through comprehensive wealth management planning.
Fioroni holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He earned dual Bachelor of Arts degrees from Michigan State University. Beyond his advisory role, he has been involved in leadership development, having taught Dale Carnegie Leadership Courses for 15 years across Michigan. He is an officer of the Rotary Club of Flint, Michigan, and actively participates in the community through this organization. Fioroni is also an avid baseball player and fan, competing in Men’s Senior Baseball tournaments locally and nationally. He lives in Michigan with his wife, Lynette, and their three children.
Expertise
Wealth management
General retirement planning
Social Security optimization
ESG / Sustainable investing
Demographic focus
Young Families
Approaching retirement
Women Professionals
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1982 - Present (44 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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