Joseph Milano, a native of Staten Island, NY, serves as the Managing Partner at New South Wealth Management. After relocating to Charlotte, NC, he embarked on his journey with the firm, bringing along his reassuring demeanor and wealth of knowledge that continuously empowers and guides our team. Joseph graduated from Villanova University with a bachelor's degree, a period during which his passion for the financial industry was ignited and solidified. He adeptly imparts inventive and individualized strategies to families and business owners, extending his expertise beyond the office. In his leisure time, Joseph enjoys beach outings and cherishing moments with his loved ones. He proudly emphasizes that New South Wealth Management is committed to making a meaningful impact in the community, all while upholding our core values.
Office: (980) 859-0022
Fax: (980) 237-6445
121 Greenwich Road
Suite 107
Charlotte, NC 28211
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Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
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