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Address:

5818 Kennett Pike
Centreville, DE 19807

Phone:

(302) 654-5451

Fax/Other:

(302) 654-5847

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Joseph E. Biloon, CFP®, AEP

Joseph E. Biloon, CFP®, AEP

Partner, The Financial House

Registered Representative, Lincoln Financial Securities

Joseph E. Biloon has earned the designations of Certified Financial Planner™ and Accredited Estate Planner. He received a Bachelor of Science degree in operations management from the University of Delaware. Since entering the financial services industry in 2000, he has specialized in retirement cash flow and asset allocation strategies.

Joe was recognized as Advisor of the Year by Lincoln Financial Securities in 2014, 2015 & 2016.* He has been named a Top Advisor Under 40 by the Society of Financial Service Professionals (2012-2016). He is a member of the Million Dollar Round Table**, an elite world-wide organization, annually qualifying for Top of the Table status since 2013. Additionally, Joe is annually recognized as a Five Star Wealth Advisor*** in both Delaware Today and Philadelphia Magazine. He is a member of the Estate Planning Council of Delaware and the Society for Financial Service Professionals. Joe currently manages over $150 million in client assets.

Joe is frequently asked to speak to national audiences of financial planners describing the intricacies of retirement cash flow planning. A recent highlight has been acting as a mentor to University of Delaware undergraduates who are considering a career in the financial services industry.

He currently serves on the Advisory Council to the Dean of the University of Delaware’s Financial Planning major, and Board of Directors for the University of Delaware Lerner College Alumni.

Joe lives in Landenberg, Pennsylvania with his wife Alison, daughter Lexi, son Kyle and two rescue dogs – Buddy and Rosie. He enjoys time at beach with his family in the summer and is an avid golfer.

*This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.

**To qualify for the a MDT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years.  .  For details please visit http://bit.ly/2eFxOex

***The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to http://bit.ly/2dVOQQFc

 

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Phone (302) 654-5451 Ext. 139