Joseph Daverso

Background

About Joseph Daverso

For the past 25 years, Joe has been providing financial planning and investment management advice to families, businesses and non-profit institutions. Joe has spent his advisory career with Morgan Stanley and predecessor firms beginning with Shearson Lehman American Express in New York City and Citi Smith Barney in Mount Laurel, NJ. Joe is recognized as a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management AnalystSM. The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through The Wharton School, University of Pennsylvania. He is a graduate of Temple University. Joe is experienced in the areas of financial planning, investment management, insurance planning needs and estate planning strategies, retirement income planning, corporate retirement plan design, and liability planning. He uses these skills and professional experience to help create comprehensive wealth management strategies for his clients and their families. Joe considers his family as his greatest success in life. He lives in Lumberton, NJ with his wife, Millie, and their five children. Joe and his family are active in their church and community.