Joseph Milici joined New Canaan Group after beginning his career with his current broker-dealer, now Equitable Advisors, in 2012. From the start his focus was on helping K-12 faculty and staff, small businesses and municipalities. His dedication and work ethic are unparalleled and reflected in the numerous national recognitions he has received, including top new associate of the firm in his first full year as a Financial Consultant.
Over the years, Joe has helped thousands of educators in Connecticut, Massachusetts, New York and Florida by understanding their pension systems and the ways they fit into their overall financial plan. In helping his clients develop financial strategies, he brings with him the knowledge and understanding of tax-advantaged investment, life insurance, disability, and wealth management strategies.
Joe obtained his bachelor’s degree from Quinnipiac University and holds the FINRA Series 7, 63, 65 registrations, and CT Life & Health licenses. Joe also recently obtained the Certified Retirement Education Specialist (CRES) certification through FINRA to continually grow as a resource to his client base. He currently resides in Fairfield, CT and loves to frequent his vacation home in Boca Raton, FL.