Joe Talerico is Vice President and Director of Retail Sales at Adirondack Financial Services. Joe is a life-long resident of Utica, NY and has over 20 years experience in the investment field. He excels in developing financial plans for his clients to assist them in achieving their financial goals.
Joe earned a Bachelor's degree in Business Administration from Utica College and Certification in Financial Planning from the College of Financial Planning in Denver Colorado.
Past experiences include several years of Bank Management positions, Vice President at Fleet Investment Services and Vice President, Sales Manager of Partners Trust Investment Services.
Joe holds FINRA licenses for Series 6, 7, 24, 63 & 65 and a New York State Life, Accident, & Health Insurance license.
When he began his career in the investment field, Joe was recognized as one of the top producers in the country in Registered Representative magazine. He has received numerous awards of achievement during his ten-year career at Fleet Investment Services and, most recently, he received an award of excellence from Linsco Private Ledger, Broker Dealer of Partners Trust Investment Services, for developing an Investment Program of Excellence at Partners Trust Bank that excelled in both sales and service.
