Joshua Calisti of Merrill Lynch is a member of XPX South Florida

Joshua D Calisti

Wealth Management Advisor

Palm Beach, Florida

Professional Profile

Call Me When

Call Me When... You don't like leaving money on the table and want a team to develop a customized wealth management strategy that protects and grows your wealth before, during, and after you sell your business.

Contact Method

561-650-7390

Profession

  • Insurance
  • Wealth Manager
  • Professional Certifications

    Certified Financial Planner, Retirement Accredited Financial Advisor, Series 7 & 66, FL 2-15

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Corporate finance
  • Employee benefits
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Management succession
  • Private equity
  • Retirement
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Specializing in comprehensive wealth management strategies for business owners and their families

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    More tax efficient wealth management strategies, customized retirement planing, and advanced legacy planning

    Membership

    South Florida Founders

    Member Since

    Member for 2 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX