Joe is founder of D’Ambrosio Financial Advisors (DFA), a boutique financial services firm established in 2020. Joe has been in the securities industry for 36 years and was designated a Certified Financial Planner (CFP) in 1990. He holds the Series 7, Series 63, and Series 65 trading licenses through LPL Financial.. Prior to founding DFA, Joe was a partner at Lewis, McBeth, and D’Ambrosio from 1997 to 2020, and before joining LPL, Joe served on the advisory council at SagePoint Financial (now Osaic Wealth).
Outside of the securities industry, Joe has been a business owner since 1987. He has also served variously as a board member and then president of Edgewood Country Club for 8 years, as well as acted as an officer and member of the Italian Sons and Daughters of America (ISDA) Primavera Lodge for 39 years. Joe has worked with several charitable organizations, including the Westmoreland Food Bank and Big Brothers and Big Sisters of America. In 2012, he hosted and organized a golf outing fundraiser for Homes for Our Troops, raising $48,000 for a local veteran in Western Pennsylvania.