Joseph Celestino
Villanova University
Tell me more about Joseph Celestino?
Joseph Celestino is a seasoned financial advisor with 27.9 years of experience. Based in the United States, he is dedicated to providing exceptional service to his clients and helping them prepare for potentially unestricted financial circumstances. Joseph's expertise lies in creating retirement income portfolios and helping spouses struggling with sudden retirement. He is also a certified Investment Management Consultant, holding various licenses and holding a Bachelor of Science degree in Business Administration. Joseph's commitment to service and commitment to making a significant difference make him a valuable asset in the financial industry.
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About
As a seasoned financial advisor, I want to play a crucial role in preparing families for potentially unseen financial circumstances. I seek to provide my clients perspective, confidence and opportunity as well as inspire them to create an investment road map. While that sounds simple, my guidance can provide great value. Many of my clients choose to work with me because of the trust established by our attention to detail, our integrity and our commitment to communicating regularly with our clients – especially when they need us most. My commitment to service derives from my goal to make a significant difference in people’s financial lives. I'm especially proud of being a financial advisor long enough to now serve the third generation of my original clients. During my 25 years of experience, I have worked hard to earn the trust of my diverse base of clients. They have grown to count on me and my wife, Debby, to help them financially and handle their financial affairs. We specializes in creating retirement income portfolios and helping spouses who are suddenly single. We offer a wide variety of services, including personal financial planning, investment management, insurance planning and risk management. I began my career in financial services in 1994. I joined PaineWebber as a full-service financial advisor in where he earned the title of vice president in 2004. In 2006, We joined Morgan Keegan which was acquired by Raymond James later that year. My professional credentials include the designation of Investment Management Consultant* and I hold the series 7, 63 and 65 licenses. I earned a Bachelor of Science degree in Business Administration from Villanova University in 1987. *The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC
...See MoreWork Experience
Financial Advisor | Vice President Investments
Financial Services
Joseph Celestino's Professional Milestones
- Financial Advisor | Vice President Investments (2006-09-01~2012-03-01): Transformed financial strategies to streamline and improve profitability, enhancing profitability and driving strategic decision-making.
- Financial Advisor | Vice President Investments (2012-03-01~): Guided clients through complex financial planning, optimizing their investment portfolios and driving sustainable growth.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
General,
Business Administration And Management, General
1983-01-01-1987-01-01Certification
Colleagues
Gregory Matzelle
Managing Partner, TEN10WMG Accredited Wealth Management Advisor Branch Owner, Financial Advisor, RJFS
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
Lance Lowery
Owner
Other Named Joseph Celestino
Frequently asked questions
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Joseph Celestino works for Raymond James
Joseph Celestino's role in Raymond James is Financial Advisor | Vice President Investments
Joseph Celestino works in the industry of Financial Services
Joseph Celestino's colleagues are Gregory Matzelle,Chris Frampton, CFP®,Everett Price
Joseph Celestino's latest job experience is Financial Advisor | Vice President Investments at Raymond James
Joseph Celestino's latest education in Villanova University