Joseph Accardi, RFC®, CWS®, AIF®
Chairman & Founder
Joe has been a financial services professional since 1974, when he began his career at Dun & Bradstreet; later, he became a senior financial consultant at Merrill Lynch. His philosophy of always putting clients’ needs first led him to become an independent financial advisor with the founding of the Accardi Financial Group in 1990.
Joe is a registered representative with LPL Financial, and has also earned the Registered Financial Consultant® (RFC®) and Certified Wealth Strategist® (CWS®) designations. He graduated from Bentley University with a bachelor’s degree in business and, after graduating from the Massachusetts Military Academy, served as a commissioned officer in the Army Reserve National Guard. Joe also attended the New England Conservatory of Music in Boston.
He still enjoys music, especially playing the drums, as well as big-game fishing, boating and tennis.