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 For more information, contact Joseph DeLisi, CFP ®, ChFC ® at: Phone: 901-692-5100 Email: Joseph_DeLisi@chartwellfg.com Joseph DeLisi, CFP ®, ChFC ® Joseph DeLisi’s ten years in finance have been spent developing strategies that help families, business owners and professional athletes win the financial game of life. His entire professional career has been spent in the financial consulting industry. He has been a member of Chartwell Financial Group since 2006.
Joseph is also an accomplished player agent for professional baseball players. His experiences in advising provide him an ideal skill set to analyze various financial situations, identify areas of potential improvement, and financially craft processes, which can create significant additional wealth for his clients. Joseph graduated Phi Beta Kappa from the University of Maryland with a B.A. in Communication. He is a Chartered Financial Consultant and Certified Financial Planner and is an active member in the Financial Planning Association as well as the Million Dollar Round Table. He and his wife, Brandie, live in Collierville, TN with their daughter Ava Grace and their two Black Labs, Kody and Kasey. Joseph’s clients include executives, employees, actors and athletes of the following companies and organizations: Joseph E. DeLisi, is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 6000 Poplar Avenue, Suite 113, Memphis, TN 38119 (901)692-5100. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian) New York, NY. PAS is an indirectly wholly owned subsidiary of The Guardian. Chartwell Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC. Securities licensed in: Arkansas, California, Florida, Georgia, Maryland, Mississippi, New York, Tennessee, Texas, Virginia and Washington Advisory licensed in: California, Florida, Maryland, Mississippi, Tennessee, Texas and Virginia
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