Joseph DeLisi
CFP®
ChFC®
Owner, DeLisi & Associates
901-692-5510
His experience has been affirmed through his designation as a Certified Financial PlannerTM, as well as the Chartered Financial Consultant® designation. He has also been chosen as one of the top wealth managers in Memphis for five consecutive years by Memphis Magazine. Joseph’s wisdom has been sought out by financial planning and life insurance companies throughout the U.S. where he provides consulting philosophy and planning to provide long term and shirt term strategies. He has been commended for his ability to bring clarity and understanding of complex issues through easy and entertaining techniques.
In addition to his experience in the financial industry, Joseph is also an accomplished agent for players in professional baseball. He has negotiated and helped players sign professional as well as endorsement contracts.
Joseph graduated Phi Beta Kappa from the University of Maryland with a Bachelor’s Degree in Communication. He has served on the College Park, Maryland Senate as well as the board of directors for several businesses. Joseph lives with his daughter Ava, and son, Gavin, in Collierville, TN.
Joseph DeLisi is an authorized user of The Living Balance Sheet.® Joe DeLisi, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Chartwell Financial Group, 6363 Poplar Avenue, Suite 220, Memphis, TN 38119, 1-901-692-5100. Securities products and services are offered through PAS, a registered broker/dealer. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Chartwell Financial Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member of FINRA, SIPC
Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
Gear #:
2011-8931 “Wealth is the ability to fully experience life.”