Broker Check

Joseph Cammayo has 21 years of experience ranging from various Senior Level positions in some of the most prestigious firms in the industry. He was previously a Senior Director of Branch Operations at Oppenheimer, Senior Assistant Operations Manager at Morgan Stanley Smith Barney and an Admin Manager for Bank of America Investments. Joseph has extensive knowledge in Risk Management, Compliance and Operations. Joseph currently maintains the following Registrations- Series 7 General Securities Representative, Series 66 Investment Advisor Representative and as well as the NJ Life & Health Insurance Certifications. As a Financial Advisor, Joseph utilizes his extensive knowledge in Risk Management and incorporates it with his wealth management process. Joseph’s commitment to understanding client’s unique financial objectives and holistic approach when advising clients about their wealth sets him apart. Joseph and his wife of 14 years currently reside in Monmouth County, NJ with their two children. 

Why I became an advisor...

I was born in the Philippines and in 1987, I came to the United States with my Parents, two brothers and one sister. I was only 13 years old. I was the oldest of four siblings. My father instilled in me early in my life that I had a responsibility to be a good example. That is when I developed my passion for helping people. If there is one thing that is true about me, I don’t think twice in lending a hand to anyone who needs it. It’s second nature to me. It gives me a sense of relief. Overtime as I matured, I started develop a different passion in wanting to make a difference. Being passionate about helping people and wanting to make a difference is a powerful combination. In my 21 year career in finance, I have taken on many different roles. Ihave been in Operations Support, Customer Service and Mid-Level Management positions. However, the role I am in now is what I found the most self-full-filling because I absolutely love what I do.