Joseph Basile, originally from Cooperstown, NY, began his career in the financial industry at First Albany Corporation, providing insurance companies and regional banks with high quality municipal bonds. From there, Joe obtained his CLU and ChFC designations to hone in on his professional focus, working with small business owners who maximized their potential with the help of his all-encompassing financial consulting, planning, and insurance service. He took his practice to Prudential and transferred with his family to beautiful Naples, FL in 1999.In 2000, Joe transitioned his career into wealth management. Many of his niche clients and contacts needed personal financial services beyond those required for their small businesses, so as an advisor, Joe was able to assist with the growth and maintenance of their hard-earned family assets as well. In the Spring of 2019, Joe and his teammates moved their practice from Merrill Lynch to Morgan Stanley, which was a perfect fit for The Basile Group’s close knit, exclusive group of High and Ultra High Net Worth families. Morgan Stanley, a tried and true investment house, has the multi-generational wealth management and estate planning resources necessary for their concierge-style business that places client service above all else.Joe’s evolving vision for his practice, granting clients direct access to the team, promotes the development of a deep understanding of who the clients are and what they’d like to achieve in life beyond the numbers. Joe and his team help clients realize what brings quality and purpose to their lives, especially the enjoyment of those coveted retirement years we all work so hard for. When making decisions for clients’ often complex major milestones, it is paramount to have a team of financial advocates behind you each step of the way. Joe takes pride in his ability to make life easier for his clients, who should more appropriately be referred to as family friends.NMLS # 518893