About Us

Joseph P. Moceri  

Joseph P. Moceri, CPFA®
Vice President/Investments
Portfolio Manager – Solutions Program

Since 1981, Joe has guided his clients through a variety of market environments.  He specializes in serving business owners and executives who are nearing or in retirement, helping them identify their future financial needs and pursuing their envisioned goals.  As a portfolio manager in Stifel's Solutions Program, he manages his clients' assets on discretionary basis using a pre-screened investment approach.  This enables him to quickly react to market conditions when implementing investment strategies, resulting in customized investment management and strategies tailored to his clients' specific needs and objectives.

After a 35-year career with Merrill Lynch, Joe joined Stifel in 2020 along with his son, Joe Jr. They were drawn by the firm's shared commitment to putting clients' best interests first.  Joe has also served as a financial advisor with E.F. Hutton and Investors Diversified Services.  He earned a B.S. from Michigan State University and an MBA from the University of Detroit Mercy.

Born and raised on the east side of Detroit, Joe lives in Auburn Hills, Michigan, with his wife, Audrianne.  He stays active in his community and has served as chairman for North Oakland YMCA and for the North Oakland Foundation capital campaign.  He is proud to have led a fundraiser to build a new YMCA facility in Auburn Hills.  He has also served as the Commodore of the North Star Sail Club in Harrison Township, Michigan.  Outside the office, he enjoys sailing and yacht racing.


 

     
Paul Joseph Moceri, CRPC®, CPWA®  

P. Joseph Moceri, CRPC®, CPWA®, CPFA
Vice President/Investments
Portfolio Manager – Solutions Program

Joe has helped his clients plan for the important goals in their lives for more than 14 years.  Having attained the Chartered Retirement Planning CounselorSM (CRPC®), Certified Private Wealth Advisor® (CPWA®), and Certified Plan Fiduciary Advisor (CPFA) designations, he specializes in serving investors who are transitioning to and living in retirement, as well as corporate executives and professionals.  As a portfolio manager in Stifel's Solutions Program, he manages his clients' assets on discretionary basis using a pre-screened investment approach.  This enables him to quickly react to market conditions when implementing investment strategies, resulting in customized investment management and strategies tailored to his clients' specific needs and objectives.

After a 13-year career with Merrill Lynch, Joe joined Stifel along with his father, Joe Sr., in 2020.  He and his father were drawn to the firm's client-first culture and emphasis on acting with integrity.  Joe earned a B.A. from Michigan State University and holds Series 7 and 66 securities licenses.

Joe lives in Rochester Hills, Michigan, with his wife, Allison, and twin sons, Joey and Jacob.  Outside the office, Joe enjoys spending time with his family, sailing, playing golf and ice hockey.