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Monday, Feb 17, 2025
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OC500 2024: Joe Holsinger

 

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 

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