Advisor profile


My approach

Joseph Della Monica - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.


Joseph Della Monica - My approach photo

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA, Finance, Depaul University, Chicago, IL 1994-1997
  • BS, Finance, Boston University- School of Management, Boston, MA 1978-1982

Interests

  • Cooking a good meal and sharing it with family and friends.
  • My love for travel has taken me from cage diving with Great Whites in South Africa to sailing along the coast of Turkey to bike riding along the Puglia coast of Italy.
  • Deep Sea Fishing on the Captain Jay off of Montauk Point, Long Island.
  • Playing softball for the past 20+ years in the Chicago Men's Sport Association (CMSA) league.

Community participation

Our team is dedicated to volunteering our time and resources to various non-profit organizations in the community. Our team and clients have also volunteered the past 3 years at the Chicago Food Depository on the National Day of Service.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Five Star Wealth Manager, 2013-2019
  • Ameriprise Circle of Success, 2004-2019

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!