Joe Rizzo has built a career centered on helping financial advisors and wealth management firms enhance their enterprise value. His professional journey—from Morgan Stanley to Steward Partners Global Advisory, Dynasty Financial Partners, and LPL Financial—has shaped a deep and versatile skill set that Makari Group was excited to bring on board.

At Makari Group, Joe partners with wealth management enterprises exploring full or partial sales, or seeking strategic partnerships to accelerate growth. His extensive M&A experience at Dynasty and LPL offered a masterclass in firm valuations, capital raising, restructuring, sell-side advisory, and leveraging strategic partnerships.