Joseph Caselle
About Joseph Caselle
Joseph Caselle serves as the Senior Vice President of Wealth Management at UBS Financial Services Inc., where he has worked since 2017. He specializes in managing assets for high net worth families and holds multiple financial planning designations.
Work at UBS
Joseph Caselle has been employed at UBS Financial Services Inc. since 2017, serving as Senior Vice President in Wealth Management. He operates from the Walnut Creek, California office, where he has accumulated seven years of experience in this role. His responsibilities include overseeing investment allocations and managing assets specifically for high net worth families. Caselle's position at UBS reflects his commitment to providing tailored financial strategies and services to his clients.
Previous Experience at Merrill Lynch
Prior to joining UBS, Joseph Caselle worked at Merrill Lynch for 21 years, holding the title of Senior Vice President in Wealth Management. His tenure at Merrill Lynch lasted from 1996 to 2017, during which he developed extensive expertise in managing client wealth. This experience included navigating through ten U.S. market corrections and two significant recessions, showcasing his capability in wealth management during challenging economic periods.
Education and Expertise
Joseph Caselle earned a Bachelor of Science in Business Administration with a focus on Finance and Economics from St. Mary's College. His educational background provides a solid foundation for his career in wealth management. Additionally, he holds the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations, which signify his advanced knowledge and commitment to the financial planning profession.
Professional Development
Joseph Caselle emphasizes the importance of continuous learning in his career. He actively updates his knowledge and skills to remain current with financial planning trends. This commitment to professional development ensures that he can provide the most relevant and effective financial strategies to his clients, adapting to the evolving landscape of wealth management.
Licenses and Registrations
Joseph Caselle is registered to conduct business in multiple states across the United States, including Arizona, California, Connecticut, District of Columbia, Florida, Illinois, Michigan, North Carolina, North Dakota, New Hampshire, New Mexico, Nevada, New York, Oregon, South Carolina, Virginia, and Washington. This broad registration allows him to serve a diverse client base and manage wealth for clients in various regions.