JOE HOLSINGER
MANAGING DIRECTOR
SENIOR MARKET EXECUTIVE FOR GREATER OC
MERRILL LYNCH WEALTH MANAGEMENT
WHY: 30+ years at Merrill Lynch, where he heads its efforts in Orange County.
NOTABLE: Said in February that financial planning discussions increased significantly in 2022, up 40% over the prior year—and are at a five-year high.
QUOTABLE: “Sorry this is not work…but it is my first time turning 60, so I hope I am doing this right. Pics from Cabo San Lucas Fishing and dining on that fish with family. So grateful to my market, office and team who were so kind celebrating in surprise fashion before I left for Cabo!” — LinkedIn
ART: Holsinger_Joe
ART: Ivascyn Dan
