Director of Sales
Mr. Joe Merlo serves as the Director of Sales at WBI. Mr. Merlo joined the firm in 2018. He is responsible for increasing the distribution and sales of WBI’s separately managed account (SMA) portfolios and exchange-traded funds to advisors, and overseeing the sales team.
Mr. Merlo brings over 10 years of experience in the financial industry. Prior to joining WBI, Joe spent 7 years at Lord Abbett & Co. LLC. where he served as Director, Regional Representative and managed several wholesalers along with covering the Northeast territory for independent, bank and RIA channels. Prior to Lord Abbett, he worked for Oppenheimer & Co. Inc. and Maxim Group in private wealth management. Joe received his Bachelor’s Degree in Finance from Fairleigh Dickinson University where he was a founder of the Finance Club and holds his Series 7, 63, 65 and 24 licenses.
Mr. Merlo has successfully developed and managed client relationships over the course of his career. Joe has proactively worked to grow total assets, improve team productivity, and enhance sales. Mr. Merlo has an extensive background in finance along with proven experience cultivating new relationships. Joe’s passion for finance and sales is of tremendous value as he leads our national sales team in partnering with our financial advisors.