Joseph Milano Chfc Clu Email & Phone Number

We are a team of caring financial professionals who are advocates for our clients using our knowledge and experiences. We educate families and business owners on innovative and personalized strategies. It is my responsibility to foster an environment where our firm can achieve our vision, while living our core values. New South Wealth's Mission is impacting communities by helping our clients think differently about their money. We integrate our core values in everything we do: Integrity, Client Focused, and Standard of Excellence.NSW Advisers take clients through an extensive fact-finding process that helps them identify their long and short-term financial objectives. With over 50 years of experience in insurance and asset management planning, our team is able to design customizable dream-based strategies, which upon implementation leads to a model for success. Outside of NSW, I am an avid reader of books on business or history, enjoy watching college and professional sports, and a huge fan of water sports. I am on LinkedIn to build and strengthen relationships. If you are interested in talking about how we can help each other, let’s connect!*Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and New South Wealth Management are not affiliated.

Listed skills include Finra Series 7, Finra Series 9, Finra Series 10, Finra Series 26, and 27 others.