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Joseph Weston is the Resident Director and Wealth Management Advisor based at Merrill Lynch’s Weeki Wachee office. He has been part of Merrill Lynch Wealth Management since 2005 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Joseph specializes in advising families, business owners, and medical professionals, focusing on services such as legacy planning, retirement income, tax minimization, and portfolio management. With a career in financial services dating back to 1997, he draws on extensive experience to develop customized investment strategies and utilizes the resources available through Merrill Lynch and Bank of America to support his clients’ financial goals. Joseph earned a Bachelor of Science degree from the University of Tampa and is an honorary member of Pi Mu Epsilon, a mathematics honor society. Outside of his professional role, Joseph resides in Brooksville, Florida, with his family. His personal interests include adventure sports, boating, golfing, ice hockey, reading, running, and traveling.