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®

Managing Director of Admiralty Private Client Group, a division of William Joseph Capital Management, Private Wealth Advisor, Investment Advisor Representative

Walter  Costenbader

Walter Costenbader

Chief Compliance Officer

Advisor Centered

Advisor Centered

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