Joe Romeo joined Lido in 2022. He has worked at several institutions including JPM Chase and most recently, UBS. Joe brings experience in providing high-net-worth individuals and families with financial planning and investment management while delivering a top-notch client experience. As a CERTIFIED FINANCIAL PLANNER ™, Joe emphasizes the importance of investment, retirement, estate, insurance, tax, and education planning. Joe holds his Series 66 and earned his B.S in Education from SUNY Old Westbury. Joe grew up in a large family on Long Island, New York, and has recently relocated to south Florida to join the Boca Raton team for Lido. Joe loves sports and is a huge fan of the NY Mets and Jets. In his spare time, he enjoys cooking, golfing, and spending time in his vegetable garden.