Joseph Brigida
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florham Park, NJ 07932
Credentials
Series 63, Series 66
Industry experience
18 years
Joseph Brigida is a Senior Financial Advisor at Merrill Lynch Wealth Management in Morristown, New Jersey. He has over 20 years of professional experience in the accounting and financial services industry. In his current role, Joe focuses on building personal relationships with individuals, families, and corporate executives, providing goal-oriented investment and wealth management strategies. His approach combines disciplined wealth management processes with flexibility to adapt to changing economic conditions, and he assists clients with access to banking services, home financing, and lines of credit through Bank of America, N.A.
Joe’s expertise spans a wide range of client needs including college education planning, family wealth management, retirement income, portfolio management, and services tailored for endowments, foundations, non-profits, defined benefit plans, and the sports and entertainment sectors. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joe earned his bachelor’s degree in accounting from Saint Joseph’s University and began his career at a public accounting firm in Morristown, NJ.
In addition to his professional work, Joe is involved in community initiatives, including serving on the Golf Committee at the Morris Museum. A lifelong resident of Morristown, he enjoys baseball, football, golf, music, photography, reading, running, skiing, and spending time with his family. Joe is a fan of the New York Giants and Yankees, and he values guiding clients through various life stages with education and collaboration to help them feel informed and confident in their financial decisions.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
100 Campus Dr
Florham Park, NJ 07932
New Jersey · Texas
Bank Of America, N.a.
2016 - Present (10 years)
Merrill
2016 - Present (10 years)
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