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 lived there until I was 13 years old. Then in 1987, I migrated to the United States with both my Parents, two brothers and one sister. I am the oldest of four siblings. My father instilled in me early in my life that I had a responsibility to be a good example for my younger siblings. That is when I developed my passion for helping people. Over the years as I matured, I started develop a passion in wanting to make a difference in peoples lives. Being passionate about helping people and wanting to make a difference is a powerful combination. In my 22 year career in finance, I have taken on many different roles from Customer Service and Management positions. However, as a Financial Adviser is by far the most full-filling because I absolutely enjoy helping my clients reach their goals, planning for retirement and making a impactful difference in their lives.