Client Portals

Team Member

Joseph J. DiMaio, Jr.

CFP®

Private Wealth Advisor

Joe is a Private Wealth Advisor with Wick Capital Partners. With more than 25 years of experience in wealth management, he provides wealth advisory and consulting services to clients and their families.

 He coordinates with the Wick Capital planners, portfolio managers, and other professionals to deliver a high level of personal attention that extends beyond wealth management to retirement planning and intergenerational wealth succession planning. He focuses on custom tailoring clients’ investment portfolios to fit their specific long-term investment goals and risk tolerance.

Before joining Wick Capital Partners in 2023, Joe spent 5 years with Bryn Mawr Trust. Before then, Joe spent 16 years with West Capital Management, where he was a wealth advisor to individuals, families, and institutional clients. Earlier in his career, he was a Vice President, Advisor & Senior Relationship Manager with the Wilmington Trust Company. He also has held positions at CoreStates Asset Management & Trust Company (now Wells Fargo), where he developed trust and investment advisory clients, and Merrill Lynch, where he serviced organizations’ employee benefits programs, including 401(k) and 403(b) retirement plans.

In his spare time, Joe enjoys skiing, photography, wine collecting, cooking at home and travel with his wife and family.

Credentials/Designations:

  • Certified Financial Planner®

Professional Experience:

  • Private Wealth Advisor, Wick Capital Partners
  • SVP & Relationship Manager, Bryn Mawr Trust
  • Investment Advisor, West Capital Management
  • Vice President / Advisor & Senior Relationship Manager, Wilmington Trust Company
  • Vice President, Corestates Asset Management & Trust Company (now Wells Fargo)
  • Vice President, Merrill Lynch

Undergraduate Degree:

  • University of Maryland, Smith School of Business, Bachelor of Science, Business Administration

Organizations:

  • Philadelphia Estate Planning Council
  • Philadelphia Tri-State Area Chapter of the Financial Planning Association
  • Youth Work Committee
  • Good Citizen Day Committee

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