Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.
Joseph D. Battaglini
Joe Battaglini is the President of Battaglini & Company, founded in 1989 to provide comprehensive wealth advisory and tax services to high net worth individuals and their businesses.
Kristen L. Fitzgerald
Kristen joined Battaglini & Company in 1995 as his Tax Associate. Proudly she has been with the company for over 25 years and was Joe’s first employee. Kristen’s principal role at the firm is to assist Joe with all tax...
Victoria M. Carroll
Victoria joined Battaglini & Company in 2009 and serves as our Wealth Design Specialist & Marketing Coordinator. Victoria holds a Series 6, 63, and 7 registration through Kestra Financial. Victoria’s principal role is to assist Joe...
Jen Bonnett
Jen joined Battaglini & Company in November 2014 and serves as our Client Relations Specialist & Associate. Jen is responsible for meeting and greeting clients who visit the office to insure they have a positive experience. She focuses...
