Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
40
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

Education

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

Interests

I'm Joe De Sena. I love what I do and am passionate about protecting my clients and their families from the unexpected. I'm married to Daria. She is an interior decorator. We have two children Joey and Ashley. Joey is an aspiring artist and teacher; Ashley is a Dean of special education in Brooklyn. We also have a dog named Brooklyn, he is a Bichon Shih Tzu mix.

I love to travel, read, run marathons, do charity work and spend time at my second home and business location in Naples, FL. My family, heritage and tradition are my foundation.

Community participation

Fundraising for children who have chronic illnesses is another passion of mine.

The Ronald McDonald House

Above Board Chamber of Florida

Greater Naples Chamber of Commerce

Awards & recognition

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

Professional associations

  • Financial Planning Association
  • Naples Executive Alliance

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!