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MERRILL LYNCH3030 CROSS CREEK PARKWAYAUBURN HILLS,
Wealth Management Advisor
Senior Financial Advisor
Assistant Vice President
Joseph P. Moceri is a Vice President, Wealth Management Advisor, who joined Merrill Lynch in 1984. Joe is a Portfolio Manager in the Personal Investment Advisory® Program. He graduated from Michigan State University with a Bachelor of Science Degree and holds a Masters in Business Administration from the University of Detroit-Mercy. Joe lives in Oakland Township, Michigan with his wife. He is actively involved in the community. He has been a member of the North Oakland YMCA Advisory Board since 1992 and previously served in the Rochester Rotary. He also currently serves as the Commodore of North Star Sail Club. Joe is a recipient of the Merrill Lynch Lifetime Community Achievement Award.P. Joseph (Joe, Jr.) is a Senior Financial Advisor and has earned the designations of Chartered Retirement Planning CounselorSM and the Certified Special Needs Advisor*. He joined Merrill Lynch in 2006. Joe Jr. is also a graduate of Michigan State University and holds a Bachelor of Arts Degree. Joe Jr. is a resident of Rochester, Michigan. The Moceri Group concentrates on the financial and investment needs of high-net-worth individuals, businesses and retired clients. We stress a long-term approach to investing and emphasize financial strategy to help clients determine their financial needs and risk tolerance. The Group also assists clients to the extent they wish to pursue other investment strategies consistent with their investment objectives for all or a portion of their assets. Portfolio performance and client satisfaction are the primary business objectives of The Moceri Group. Retirement plans, and in particular 401(k) plans are a focus of the Group. We are committed to providing a high level of customer service to all clients.*The Certified Special Needs Advisor designation is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.
Joseph Moceri is registered to do business in:AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, NC, NJ, NY, OH, SC, TN, TX, UT, WA, WI
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