About Me
Joseph began his financial services career in New York City in 1983 with E.F. Hutton & Company. After relocating to Florida in 1990, he helped establish the Ormond Beach office of A.G. Edwards & Sons, Inc. and also managed for A.G. Edwards. In 2009, he joined Stifel with the opening of its first office in the greater Daytona Beach area.
He has been quoted in the industry magazine Financial Planning On Wall Street and has contributed articles to various newspapers and journals. He also hosted a radio talk show, Money Issues.
Joseph holds an Accredited Asset Management Specialist™ designation from the College for Financial Planning, as well as Series 7, 9 & 10, 63, and 65 securities licenses.
He earned a bachelor’s degree in Health Care Administration from Iona College in New York and continued his education at Pace University in White Plains, New York.
Joseph and his wife, Donna, reside in Flagler County and have three children. Outside the office, he is a sports fan who enjoys golfing, running, swimming, and spending time with family and friends. He and his family are active in their church, support local businesses and charities, and strongly believe in giving back to the community.
Joseph’s professional goal is to develop and cultivate lasting relationships with his clients by making commitments to the things that matter to them. The DePasqua Wealth Advisory Group looks forward to using their experience to help you pursue your financial goals.
Joseph draws upon his team as well as a network of professionals in areas such as retirement and estate planning strategies and concentrated equity management.
Among the many benefits of working with The DePasqua Wealth Advisory Group is their ability to provide clear, easily understood explanations of financial products and services and the knowledge and experience required to provide appropriate strategies. The personalized program that they offer is a roadmap to set you on a course toward your financial future.
Stifel and its associates do not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
About Me
Kerri started her career in the financial services industry in 2000 at Bank of America. Taking on various positions culminating in the role of Banking Center Manager for several years. Responsible for all daily operations, risk management, client experience and sales performances, she led a very successful team of associates. Since joining Stifel in 2022, Kerri has played a key role in ensuring a seamless experience for clients. She supports the team with account management, client communications and operational coordination, helping deliver a high level of service for our clients. She takes pride in building trusted relationships, her attention to detail reflects our commitment to excellence.
Kerri resides in Ormond Beach with her Husband, Tom since 1995 from Beaver Falls, Pa. She enjoys cooking and spending time with family.