Broker Check

William Joseph Team

At William Joseph, we only have your clients—and you—in mind.

Joseph Goss

Joseph (Jody) Goss

Managing Partner , Private Wealth Advisor

(860) 585-7958

Dean Anatra

Dean Anatra, CPA

Private Wealth Advisor, Investment Advisor Representative

(860) 585-7958

David Cowan

David L. Cowan

Private Wealth Advisor, Investment Advisor Representative

(203) 980-8457

Morgan Marx

Morgan Marx, CFP®

Private Wealth Advisor, Investment Advisor Representative

(860) 973-3214

William Joseph McCloskey

William Joseph McCloskey Sr.

Private Wealth Advisor, Investment Advisor Representative

(860) 749-0482

Bryan Ricci

Bryan J. Ricci, CFP®, CPA

Private Wealth Advisor, Investment Advisor Representative

(860) 582-3300

Daphne Roberson

Daphne Roberson

Investment Advisor Representative / Private Wealth Advisor

(860) 973-3214

Michael Schellinger

Michael Schellinger

Private Wealth Advisor, Investment Advisor Representative

(888) 694-7271

Dr. Sabrina Scott

Dr. Sabrina A. Scott

Private Wealth Advisor, Investment Advisor Representative

(678) 798-6084

Bianca Noiseux

Bianca Noiseux

Investment Advisor Representative , Private Wealth Advisor

(860) 956-5377

Mindy  Gallina

Mindy Gallina

Investment Advisor Representative

Steven   Minninger, Jr., MBA, CFP®

Steven Minninger, Jr., MBA, CFP®

Private Wealth Advisor, Investment Advisor Representative

Advisor Centered

Advisor Centered

We strive to provide solutions to set your firm on the trajectory to success. Our aim is to both help you deepen your client relationships and grow your practice.