The Crespi Group

Global Wealth Management

41 TAUNTON GREEN
TAUNTON, MA 02780

Phone: (508) 823-4511
Email:

PROFESSIONAL STAFF

	(800) 423-1819	Client Associate
	(508) 823-4511	Financial Advisor
	(800) 423-1819	Client Associate
	(508) 823-4511	Senior Vice President-Investments

PROFESSIONAL PROFILE

Joseph Crespi, Senior Vice President-Investments, joined Merrill Lynch in March 2006 and has been providing financial advice since 1982. He has extensive experience providing financial and wealth management advice and services to individuals and businesses. Joe is an Accredited Asset Management Specialist (AAMS), a designation awarded by the College of Financial Planning, and earned his B.S. in finance from the University of Maine, Orono.

He is an active member of the community and serves as the Endowment Director of the Annawon Boy Scouts as well as being a member of the Taunton Chamber of Commerce. Joe has also served as the past President of the Taunton Rotary Club, the Boys and Girls Club, and the Taunton YMCA. A former professional hockey player for the International Sports Federation in Spain and Division I hockey player at the University of Maine, Orono, Joe is also a certified scuba diver. Joe resides in Berkley, MA with his wife, Andrea, and their three daughters.

Joe has NASD securities licenses for Series 7, 8 and 63 and is also a registered health and life insurance agent.

Kimberly Crespi, Financial Advisor, joined Merrill Lynch in May 2006 and has worked in the financial industry for over 20 years. Kim currently holds the designation of Certified Special Needs Advisor, CSNA and Chartered Retirement Planning Counselor, CRPC®. Kim obtained her B.A. in Legal Studies from the University of Massachusetts, Amherst and her M.A. in Spanish Language and Literature from Harvard University. With 20 years of previous experience as an institutional and equity trader, Kim has considerable insight into investment strategies and practices.

Kim was a past Director of Boston Securities Traders Foundation Charity Committee for over two years. Kim is also fluent in Spanish and enjoys jogging and literature. Kim resides on the East Side of Providence, Rhode Island with her two children.

Kim has NASD securities licenses for Series 7, 8, 24, 55, 63 and 65 and is also a registered insurance agent.

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Joseph Crespi is registered to do business in: AZ, CA, CO, CT, DC, FL, GA, MA, ME, NC, NH, NJ, NV, NY, PA, RI, SC, VA, VT, WI

Kimberly Crespi is registered to do business in: AZ, CA, CO, CT, DC, FL, GA, MA, ME, NC, NH, NJ, NV, NY, PA, RI, SC, VA, VT, WI

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The Crespi Group

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