7/14/2023 0 Comments Joey merrill white pages michiganActive in the Greater Cincinnati community, he currently serves as a board member for the Cincinnati Parks Foundation. ![]() in Economics from Indiana State University – where he serves on the Foundation’s investment committee. Rankings based on data as of June 30, 2013). ![]() Additionally, Joe was named a Top Wealth Advisor by the Financial Times in 2014 (*Source: Financial Times “400 Top Financial Advisers” list, published on March 25, 2014. Rankings based on data as of September 30 of prior year). His industry accolades include being named one of Barron’s “Top Financial Advisors” for seven consecutive years, notably being named the #1 advisor in Ohio from 2013 – 2015 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Joe has earned national recognition as a leading financial advisor. Trailblazers of the rising trend of total wealth management, Joe founded The Evelo|Singer|Sullivan Group, a nationally recognized private wealth team, to advise affluent clients and multigenerational families on all facets of their financial wellbeing. Realizing that affluent families’ needs extended well beyond picking stocks and bonds, Joe sought to build the “go-to” team for a more comprehensive approach to private wealth. Concierge services, family meetings, private seminars and events are all part of the experience. Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Meet Our Merrill Private Wealth Management Professional
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