Joe DiDario

Prior to joining Raymond James, Joe spent nine years working as a financial advisor at Morgan Stanley. He began in the financial services industry in 1996 and has over 20 years experience creating and managing portfolios for high net worth individuals and families. He helps clients with a comprehensive and holistic approach to financial planning. Joe is a 2023 Executive Council Member* and has been an Executive Council Member* six times during his years with Raymond James / Banyan Wealth.

The key to Joe’s success is the ability to create relationships that are built on mutual trust. “Understanding each client’s needs and goals is the building block for creating a successful plan and portfolio.” Joe strives to tailor each client’s portfolio to meet their specific needs and financial goals. In addition to creating a custom financial strategy for each client, he conducts regular meetings with clients to review and make changes as goals and lifestyles change.

When he’s not in the office, Joe can be found spending time with his wife Jenna, and his four boys, Joseph, Michael, Anthony, and Evan.

* Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.