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Joe Milano CLU®, ChFC®, CLTC®

Joe Milano CLU®, ChFC®, CLTC®

Managing Partner

Life Motto: “Have a little fun every day”

Joseph Milano is the Managing Partner at New South Wealth Management. Joe is originally from Staten Island, NY and he moved to Charlotte, NC where he started his journey with New South Wealth Management. He has an encouraging and knowledgeable demeanor that provides our team with endless support and expertise. Joe obtained his bachelor’s degree from Villanova University where he developed and established his passion for the financial industry.

Joe is excellent at educating families and business owners on innovative and personalized strategies. During Joe’s spare time, he likes to visit the beach and spend time with his family. Joe is proud to say that New South Wealth Management fosters an environment where the firm can make an impact in the community, while living our core values.