Experience

Makes all the difference

Joseph Frederick Neri

Client Associate

Joe began working for UBS Financial Services, Inc. in May 2017 and was brought into The Scher Group in January 2019. Joe is responsible for the team's day-today operations from onboarding clients to placing trades. He began his professional career at Fidelity Investments in 2012 where he worked in Restricted Stock Services for 4 years before working as a Financial Representative in their West Hartford, Connecticut branch for just over a year. Joe graduated from Roger Williams University in 2010 with a Bachelor of Science in Finance.

 

Joe currently lives in Swampscott, MA with his wife, Stephanie, and his two children, Lena and Patrick. Away from the office, Joe enjoys snowboarding, attending concerts and sporting events, relaxing at the beach, and sight-seeing.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NY
  • RI
  • TX

Education

  • Roger Williams University, B.S. Finance
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

Email Me

Michael Szablak, CFP

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • CA
  • CT
  • DC
  • FL
  • MA
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • TX
  • VA
  • VT
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

Email Me