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 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
- Quinnipiac University Alumni Association