Joe Parlavecchio is a Financial Advisor with Edward Jones in Milton. After graduating from Dartmouth College and spending over 20 years in the institutional retirement services industry, he joined Edward Jones to have more of an impact on people’s retirement readiness by helping them plan for and achieve their financial goals. It’s something he’s very passionate about having seen what can happen when people don’t get advice or get the wrong advice. Joe holds the CFA (Chartered Financial Analyst) and CFP® (Certified Financial Planner) designations, which hold him to the highest industry standards to always do what’s in the best interest of his clients. We’ll work together to develop specific strategies to help you achieve your goals, whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most. I’ll also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
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