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Joseph C

Series 66

Napa, CA

Edward Jones

Joseph Corsino is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Residential Bancorp and Primary Residential Mortgage Inc before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Lisa G

Series 66

Napa, CA

Edward Jones

Lisa Gardere is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at CUSO Financial Services LP, Bank of America NA, and Merrill Lynch. She holds a Real Estate Sales Agent License in California and is listed as a referral agent with Twin Oaks Realty. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer General retirement planning Inheritance planning Retired Founder/Business Owner Executive Women Professionals Widow/Widower
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