Joe Cracchiola

After a successful career at JP Morgan, Joe joined our team in March of 2021. His diverse background from JP Morgan in Trading, Financial Reporting, and Accounting has had an immediate positive impact on our firm, enabling us to be more efficient and reallocate that time to improve the client experience and services of the firm.

Dedicated to the planning aspect of client conversations, Joe focuses on ensuring clients are correctly allocated and positioned for their specific goals and financial situation as they prepare for retirement. This involves a comprehensive review of current assets, risk tolerance, time horizon, and future income needs to develop a tailored investment strategy. Joe emphasizes proactive adjustments and clear communication to keep clients on track toward a secure financial future.

Joe resides on Long Island, having attended St. Anthony’s in South Huntington and then Penn State University. In his free time, he enjoys cooking for his family and friends, playing golf, skiing, and traveling.