Joseph Milici

FINANCIAL ADVISOR

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My name is Joseph Milici and I began my career in the Financial Services industry in 2012 at Equitable (formally known as AXA). I have been working with educators, non-profits, and employees of municipalities. Since then, I have expanded my practice to not only help educators but also to help transition pre-retirees into retirees by ensuring that they have adequate funds to continue the lifestyle that they are accustomed to.

Over the past decade of my career, I have successfully helped retire hundreds of families. Transitioning from working to retirement can be a stressful undertaking without proper guidance. However, this is some of the most rewarding work for a Financial Advisor.

I, Joseph Milici, earned my B.S. in Marketing from Quinnipiac University. While at Quinnipiac, I helped lead various learning teams through projects.

In my free time, I enjoy going to the gym, traveling, and spending time with my family.

Designations, Registrations & Licenses

  • Series 7
  • Series 63
  • Series 65
  • Connecticut Life, Accident, and Health Insurance License
  • Certified Retirement Education Specialist

Affiliations

  • Quinnipiac University Alumni Association