Richmond County Referral Source

Certified Financial Planner

Members

__5499316.png

Joseph E. Torres, CFP®, CRPC®, Merrill Lynch

Certified Financial Planner

Joe is a Certified Financial Planner with Merrill Lynch at their offices at 900 South Avenue. He has dedicated the past twenty five years to investment portfolio management. Prior to joining Merrill Lynch, Joe served his advisory clientele at Morgan Stanley where he sat on their global advisory council, acting as the voice of their financial advisor population. Having embraced the intricacies of advanced planning and asset protection, he expanded his practice to include individuals and businesses domiciled in both the US and Europe. A thorough understanding of concepts concentrated within the categories of banking, estate planning, taxation and liability management are part of Joe’s practice. In addition to individuals and businesses, his clientele has included family trusts and charitable foundations.

Joe is currently a member of, and holds committee positions with, the boards of Notre Dame Academy, The Staten Island Economic Development Corporation, Richmond University Medical Center, Project Hospitality and The Giving Hope Network, and is the current chairman of the Staten Island Chamber of Commerce Membership Council. His community involvement includes membership within The South Shore Rotary, Staten Island Collaborative Law Group, The Richmond County Country Club, The St. George Theatre, Richmond County Referral Source and Tunnel2Towers. A graduate of Msgr. Farrell HS, he earned a BA in Economics from NYU, prior to entering his career in Financial Planning.

900 South Ave, Staten Island, NY 10314

718-494-5503  

joseph_torres@ml.com

website