Joseph Perretta, AAMS®, CRPC
Senior Wealth Advisor
Joe is a Senior Wealth Manager with the IFS Group. With over 10 years of experience in the financial services industry, Joe has gained the knowledge and expertise to help his clients work towards managing, growing, and securing their future financial independence.
Prior to joining the IFS Group, Joe began his career as an interest rate trader on the Chicago Mercantile Exchange. He later became a financial advisor with Merrill Lynch before moving on to assist clients as a financial advisor with Fulton Financial Advisors.
Joe earned a Bachelor’s of Arts degree in Business Finance from Franklin & Marshall College. He resides in Lower Allen Township, PA with his wife Stephanie, daughters Ava, Olivia, and Sophia, and their dog Chase. In his free time, Joe serves as the Head Wrestling Coach at Trinity High School, enjoys playing golf and spending time with his family.