Joseph Pillot
Financial Advisor, Osaic Institutions, Inc.
Over his long career in financial advisory services, Joseph has strived to develop comprehensive investment strategies and financial plans tailored to meet his clients’ objectives, risk tolerance and time horizon. He has continued doing so since becoming an Osaic Institutions Financial Advisor at Rhinebeck Asset Management in 2025.
A Hopewell Junction resident, he holds Series 6, 7, 63 and 65 securities licenses, as well as his NYS Life, Accident & Health Insurance license. In the coming few years, Joe aspires to attain the Certified Financial Planner® (CFP®) certification.
When not working, Joseph enjoys spending time with his family and dogs, bowling and supporting his beloved New York Mets.