portrait of Joseph G Scalzitti

About Joseph

What is most important to you?

I will work together with you and your professional team to help accomplish your goals. We will partner with your CPA, attorney and other professionals to help determine an appropriate financial strategy for you and your family. Whether it is developing a retirement strategy, estate considerations, business planning or saving for college, I'm here to help.

With a decade of experience in the financial industry, I began my Edward Jones career as a financial advisor in 2014. Recently, I have earned the Eagle Award (2017/2018), the Edward Jones Sr. Award (2019/2020), the Frank Finnegan Award (2022)...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Sustainable investing
  • Special Needs Financial Considerations

Work History

  • Edward JonesOctober 2014 to Current

Education

  • Central Methodist CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Music
  • Baseball
  • Running
  • Record Collecting

Team Members

  • Vicki Vaughn
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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