Joe Cirucci, CFP®, is a Vice President, Financial Advisor, Portfolio Manager, and Retirement Plan Consultant at UBS Financial, where they have been employed since 2021. They began their career in finance at the Philadelphia Stock Exchange while in high school and college, and they joined HSS Partners at UBS after graduating from Franklin & Marshall College in 2011. Previously, Joe worked as a Financial Advisor and Portfolio Manager at Morgan Stanley from 2012 to 2021. They hold multiple licenses, including Series 7, 66, and 31, as well as the Certified Financial Planner™ designation awarded in 2015. Joe resides in Moorestown, NJ, with their spouse and two children.
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