Joseph A. Carbone, Jr., CFP®, AAMS
Wealth Advisor
Joseph Carbone is a wealth advisor at Mariner Wealth Advisors. He is responsible for investment research, trading, portfolio implementation, financial planning, insurance design and client service. He has 13 years of industry experience.
Prior to joining Mariner, Joseph was a financial advisor at JPMorgan Chase & Co. Before that, he was a founding member of the wealth management division of Focus Planning Group. Joseph also has experience as an assistant to the equity compliance supervisor at Guardian Life Insurance Company.
Joseph has a bachelor’s degree in finance from Dowling College in Oakdale, New York. He is registered with the Securities and Exchange Commission and has passed the Series 7, 63 and 65 exams. He has also obtained the Life and Health Insurance License, the Accredited Asset Management Specialist (AAMS) designation and is a CERTIFIED FINANCIAL PLANNERTM professional.