Joseph Mersol

Joe is the founder and VP of Mersol Financial Solutions LLC.

and has been a professional in the financial services industry since 1994. Joe is driven to help others achieve their financial and estate planning goals. He works with a select group of individuals who love their families and are committed to being involved in the planning process. Joe is a retired Major distinguishing himself by earning the Defense Meritorious Service Medal the Meritorious Service Medal with oak leaf cluster, the Army Commendation Medal with oak leaf cluster, the Joint Service Achievement Medal, the Army Achievement Medal with oak leaf cluster, the overseas service ribbon, the National Defense Service Medal and the Army Parachutist Badge. Joe has worked extremely hard to be the most technically proficient advisor in his field. He earned his bachelor's degree and was awarded the distinguished military graduate from the John Carroll University. Joe's specific education industry education includes the following: Masters of Science in Financial Services (MSFS) through the American College Chartered Life Underwriter (CLU®) Designation Chartered Financial Consultant (ChFC®) Designation Certified Advisor in Philanthropy (CAP ® ) Designation Registered Income Certified Professional (RICP ® ) Designation Certified Advisor for Senior Living (CASL ® ) Designation Chartered Special Needs Consultant (ChSNC®) Designation Accredited Estate Planner (AEP ® ) Designation Wealth Management Certified Professional (WMCP®) Designation Joe has earned many industry awards including qualifying and lifetime membership to the Million Dollar Round Table member, former President, Officer and Hall of Fame Inductee of the Youngstown-Warren Association of Insurance and Financial Advisors; member and past president of the Mahoning Shenango Valley Estate Planning Council awarded the president's gavel for leadership; Marketplace Circle of Champion recipient and Forbes Top Financial Services Professional. Joe is been very active in the community to include: Past Board Member of the Lake to River Ohio Chapter of the American Red Cross Charter member and Board Member of the Military Officers Association for the Mahoning and Shenango Valleys Chapter Member of the Youngstown Warren Community Chamber of Commerce. Past president and former member of the Springfield local Schools’ Board of Education. Past vice president and current member of the Springfield Optimist Club. Joe is an investment advisor representative with Eagle Strategies LLC. a registered investment advisor. Joe also has access through the New York Life advance planning team that provides in house support of planning professionals with credentials in law, taxation, accounting, insurance and finance. Joe offers both of these resources to help in developing of comprehensive estate and financial plan. Joe is married to his wife Lee Ann of 37 years and they have two sons Matt and Bryan.