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As passionate communicators and educators, we offer a variety of programs for our clients and community.

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Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Greenwich

Joseph Midollo

Associate Wealth Advisor

Greenwich Office Park, Building 3, Suite 320
Greenwich, CT 06831

Joseph Midollo

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Joseph Midollo

About Joseph

Joseph Midollo is an Associate Wealth Advisor at Focus Partners in the Greenwich, CT, and the New York, NY offices. He focuses on supporting his team by developing, implementing, and sharing financial plans for clients. He is passionate about teaching others about personal finance and helping people set and achieve their goals.

Prior to joining Focus Partners, Joe was a Client Service Associate at a wealth management firm in Westport, CT. There, he supported wealth advisors by creating financial plans, analyzing insurance needs, and performing day-to-day operations. Additionally, while attending Marist College for his bachelor’s in finance and minor in data analytics, he was a general life insurance agent in White Plains, NY, and a Private Equity intern. These experiences taught him that he wanted to be client-facing and solve complex financial situations.

Outside of the office, Joe enjoys spending time outdoors. From paintballing to swimming at the beach, he loves spending quality time with friends and family. He is also a foodie and likes to explore new restaurants in Westchester County, NY, and Fairfield County, CT.

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