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portrait of Joe Marano
FINANCIAL ADVISOR

Joe Marano

2411 Plantation Center Dr, Suite B, Matthews, NC 28105opens in a new window
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About Joe

As an Edward Jones financial advisor, I believe it is important to understand more than just your financial goals. Whether you are saving for retirement, saving for education, reducing taxes or leaving a legacy, it is important to understand the full picture, including collaborating with your estate attorney and CPA, before developing a personalized strategy to accelerate achieving those goals.

I am a retired lieutenant colonel in the United States Marine Corps Reserve with 20 years of experience in corporate America. I spent the majority of that time in finance, conducting mergers and acquisitions. I transitioned to Edward Jones because I...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Domestic Partner Finances
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

Work History

  • Edward JonesJuly 2014 to Current

Education

  • Villanova UniversityBachelor of Science

Personal Interests

  • Active Lifestyle
  • Cooking
  • Health & Nutrition
  • Personal Fitness
  • Traveling

Team Members

  • Diana Gautreaux
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(704) 847-0100

Fax

(855) 464-7404

Office Address

2411 Plantation Center Dr
Suite B
Matthews, NC 28105opens in a new window

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