Joseph Lotozo

PROFESSIONAL BACKGROUND As a lifelong resident of Upper Arlington, Ohio, and a proud graduate of its high school, I have dedicated over 10 years as a financial advisor with Edward Jones.

My deep understanding of the local community, combined with extensive professional experience, allows me to forge meaningful relationships with clients by focusing on what truly matters to them. My approach is rooted in a meticulously designed process to manage assets, create growth strategies and establish lasting legacies. We work closely with you, your CPA and your attorney to help ensure that you stay on track. I attended "THE" Ohio State University and have earned my master's in personal financial planning and CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® certifications. I joined the firm in 2012 and enjoy building strong relationships with our clients. COMMUNITY INVOLVEMENT My commitment to Upper Arlington and the broader Columbus, Ohio, area extends beyond professional services. As a Newsie for Charity Newsies, I take pride in supporting children in need in Franklin County. During my time at OSU, I loved playing rugby and now serve on the board of the OSU Rugby Alumni Society. My roles as a board member of the Tri-Village Chamber Partnership and Leadership UA are further testaments to my dedication to our community’s growth and well-being. Residing here with my wife, Alaina, and our daughters, Lorelei and Margot, I'm deeply invested in the area’s future, participating in local activities such as beekeeping, gardening, traveling and weightlifting. OUR TEAM Our team includes Emma Reed and Anabelle Hess, each bringing unique energy and perspectives to our branch. Emma, originally from California, studied English at Baylor University in Waco, Texas. With a strong background in writing, research, and customer service, she contributes exceptional communication and organization skills to help ensure each client has a thoughtful and informed experience. Anabelle, an on-call branch office administrator and current student at Miami University’s Farmer School of Business, brings a sharp eye for detail and a passion for service. She supports the team through a wide range of administrative duties while gaining hands-on financial services experience. Together, Emma and Anabelle help us deliver the highest level of care and professionalism to our clients. OUR COMMITMENT From the Upper Arlington Tremont Center, we're committed to meeting with you in person or virtually. We're focused on helping individuals and families create future or current income strategies for retirement or legacy considerations, as well as busy professionals balancing multiple goals. Ready to take control of your financial future? Call us today at 614-874-2372. We look forward to working with you!