Joe Parlavecchio
About
Joe Parlavecchio is a financial advisor with Edward Jones serving clients in Milton. His practice centers on helping individuals and families plan for retirement and reach long-term financial goals, from building retirement savings to putting aside money for children’s or grandchildren’s college. He also works with entrepreneurs and business owners and helps clients think through estate and legacy strategies, aiming to protect the financial future of the people they care about most.
Before joining Edward Jones, Parlavecchio spent more than 20 years in the institutional retirement services industry. He made the move to have a more direct impact on people’s retirement readiness, having seen what can happen when people get no advice or the wrong advice. Working one on one, he develops specific strategies with each client and then monitors their progress over time, checking whether they are on track or whether adjustments to the plan are needed.
What to Know
- He is a graduate of Dartmouth College.
- He holds both the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations.
- Edward Jones is a national financial services firm known for its network of local advisor offices.
- He is a member of the Milton Chamber of Commerce.
Is this your business?
Claim it to add hours, photos, a description and a spotlight story.