Wells Fargo Advisors
41yrs
Top advisor by experience in Miramar Beach
27yrs
Joseph Rizza
Financial advisor at Wells Fargo Advisors
Joseph Rizza has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Miramar Beach, Florida. After six years at Morgan Stanley DW, Joseph joined Wells Fargo Advisors in 2005, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 29 advisors with offices in Miramar Beach, and one of 27 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Florida
Office625 Grand Blvd, Suite 200, Miramar Beach, FL 32550
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2005 – nowWells Fargo Clearing Services, LLCCurrent firm
- 1999 – 2005Morgan Stanley DW Inc.Previously
Contact Joseph
Local office(850) 837-5366Ask for Joseph. (314) 875-3000Main office · St. Louis, MO 625 Grand Blvd, Suite 200Miramar Beach, FL 32550Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Joseph’s local office at (850) 837-5366 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Joseph Rizza.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1999, about 27 years. Top 23% by experience in Florida.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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