Fortis Lux Financial
Joseph Duffy is a seasoned financial planner at Fortis Lux Financial, where expertise encompasses wealth management solutions for families, executives, and business owners since May 2019. Key responsibilities include addressing concerns related to wealth preservation, risk management, tax mitigation, estate planning, and retirement strategies. Prior experience includes serving as Vice President and Private Client Advisor at JPMorgan Chase from April 2015 to April 2019, and as a Registered Associate at Citi from March 2010 to April 2015. Joseph Duffy holds a Bachelor's degree in Finance and Economics from Quinnipiac University, graduated in 2009, and is licensed to sell insurance and securities in multiple states.
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.