Joseph A. Liotta joined Moors & Cabot in the summer of 2015 and has over 35 years of experience as a financial advisor. He began his career with Prudential Securities in 1983 and became a CFP® certificant in 1989. Joe earned his B.S. in Business Administration from Christian Brothers University and has also studied at New York Institute of Finance.
A firm believer in promoting economic education, Joe served for 15 years as a trustee of the Securities Industry Association New York District Economic Education Foundation and is a member of the Museum of American Finance. He enjoys educating clients on financial matters as a means to setting and working toward their goals.
While he works with clients within the broad spectrum of financial planning and investments, Joe’s specialty is in Retirement Planning educating clients on plan characteristics, implementation, management and investing.
Joe resides in Northport, NY where he can be seen walking and socializing with his neighbors.
Background and qualification information is available at FINRA's BrokerCheck website