Joe Franciscone has been assisting clients with their financial needs for almost three decades.
Prior to joining LPL Financial, and starting Apollo Financial Advisors, Joe worked for Morgan Stanley, Credit Suisse, Merrill Lynch, and Wells Fargo for several years. His extensive experience in the business, through good markets and bad, makes Joe a great resource for navigating financial challenges and life events, delivering common sense advice one good decision at a time.
Joe assists High Net Worth Families & Business Owners manage their Wealth in a variety of ways including fee based financial planning, retirement & estate planning, investments, life insurance, and annuities. This diversity in product and practice allows Joe to work well with Attorney’s, CPA’s Doctors, Entrepreneurs, and Executives of all levels.
Residing in Fairfield, NJ, Joe is a graduate of Montclair State University where he earned a BS in Finance. His securities registrations include the 7, 9, 10, & 66 (held with LPL) as well as Insurance licenses including Life, Health, and Variable Insurance.
Joe is an avid reader and follower of Warren Buffett, Stephen Covey, Milton Friedman, Benjamin Graham, Peter Lynch, Charlie Munger, Jim Rohn & Dr. Jeremy Siegel. He is a longtime protégé of Drumming’s Global Ambassador Dom Famularo. Joe is a Member of the Park Avenue Club and a Supporter of the Park Avenue Foundation in Florham Park, New Jersey. In his free time, Joe enjoys music, drumming, learning, sports, fine dining, and his dog.