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Our financial advice team

Joseph Leone

Financial Advisor

Vice President of
Iron Birch Advisors
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Small Business


  • Series 7, Series 63, Life Health and Accident


  • Bachelors of Science Criminal Justice, Saint John's University, NY, 1984-1989

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Fathers Club Saint Francis Preparatory High School