Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Adelphi University, MBA Finance, 1992
  • Baruch College, BBA HR Management, 1982

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 1999- 2019
  • Forbes Best-in-State Wealth Advisors, 2020, 2021
  • Ameriprise Diamond Ring Club, 2004
  • Ameriprise Hall of Fame, 2010
  • Ameriprise Client Experience Award, 2020

Community participation

Above Board Chamber of Florida

Interests

I'm Joe De Sena, founder of the Siena Wealth Advisory Group. I love what I do and am passionate about protecting my clients and their families from the unexpected. Residing in Naples, Florida, with my wife Daria, I find joy in long distance running, reading, traveling and spending time with our children, grandchildren, and our Shih Tzu, Brooklyn. I actively support local charities by running IRONMAN Triathlons. I believe anything is possible with determination and compassion.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.