Joseph Scarpinato
Joseph Scarpinato, CFP® is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Atlanta, Georgia. In his role, he is responsible for creating and maintaining personalized investment guidance and wealth Strategy. This includes assisting clients with establishing their goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, by conducting periodic reviews to help clients monitor progress toward reaching the initial goals. In addition, he supports clients on navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risked based strategies-based approaches to banking and lending needs.
Joe earned his Bachelor of Business Administration degree from Stetson University and his M.B.A. degree from Palm Beach Atlantic University. Joseph holds the CERTIFIED FINANCIAL PLANNER® certification.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan future growth, our commitment is to make your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.