Joseph Scandariato
Wealth Management Advisor, Managing Director at Merrill Lynch
Based in Chicago, United States
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Seniority
Director
Department
Finance & Accounting
Location
Chicago
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
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Background
About Joseph Scandariato
WHY THE SCANDARIATO GROUP: For more than 30 years my team and I have focused on building long term relationships with 1st and 2nd generation business owners & executives, providing comprehensive guidance. We are focused on helping achieve your greatest objectives with simplicity and transparency through our disciplined proven process. Our guidance is tailored to support your current lifestyle, retirement income needs, legacy goals, all while making you feel comfortable at every step. CONNECT WITH US IF YOU ARE:• Seeking a holistic and thoughtful financial advisory team for your family• A business owner seeking advice on: • Financing growth • Completing a potential business sale• Managing personal wealth• A CPA or Attorney interested in providing a valuable resource to your clients• An Eagle Scout who wants to connect to another Eagle Scout• Interested in Skeet/ Sporting Clays, Food & Wine, Boating, or Supporting Boy Scouts & Girl Scouts. GETTING TO KNOW JOE:I earned the rank of Eagle Scout in 1984, developing a simple yet effective set of values that have shaped how I treat people today. This foundation has enabled me to create a Wealth Management practice with a strong set of core values that are shared by all. Outside of the office, I enjoy spending time with my wife Tanya and two children Gianna and Joseph. As a family, we enjoy canning tomatoes as an annual family tradition, cooking, wine, and travel. I also enjoy competing in Skeet and Sporting Clays events, golf, and boating.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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