Joseph Wilber
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Alpharetta, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Alpharetta
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
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Background
About Joseph Wilber
When I am not working: I enjoy exploring the city of Atlanta with family and friends. After graduating from the University of Georgia, I moved back to Atlanta, GA to be closer to my sister and parents. During the evenings and weekends the Atlanta Outdoor Club, volunteer opportunities with the UGA Alumni, and helping to coach an NYO spring baseball team at Chastain Park provide time to enjoy building relationships with others.About the team: The MB group is driven to provide thoughtful service centered on what matters most to you and your family. The value you place on your life priorities is matched by the desire to work with a team that listens and understands your goals and concerns.I welcome a connection if:• You are interested in transferring wealth to the next generation efficiently• You are an entrepreneur looking to transition or sell your business • You are looking for a second opinion• You have a passion for sports• You would like to be connected to anyone in my network*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*CPM® and Certified Portfolio Manager CPM® is a registered service mark of the Academy of Certified Portfolio Managers.
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