Broker Check

Meet The Founder

Joseph F. Delano

A Lifetime of Service

Joseph F. Delano

Joseph F. Delano is the owner of Delano Financial Management, and a Registered Principal with LPL Financial. He has been in the investment arena for over 30 years. After graduating in 1979 from Trinity College in Hartford, Ct. where he received a BA and excelled in football and lacrosse, he moved to San Diego, Ca. where he received his introduction and extensive training in the industry with the prestigious firm of E.F. Hutton, later continuing his career as a Financial Advisor with Merrill Lynch.

In 1991 Joe joined LPL Financial as the Vice President of the Eastern Region working out of the downtown Boston headquarters. He was instrumental in helping LPL grow into the largest independent broker/dealer* in the United States bringing in hundreds of new branch offices and many financial institution (banking) relationships. These independent offices and financial institutions receive technological support, research, training, legal and compliance support, which allows LPL to bring “Wall Street to Main Street”.

Joe changed his affiliation with LPL in 1999 when he transitioned from an employee to an independent business owner and client of LPL. He has operated as a Registered Principal/Branch Manager, and Owner of Delano Financial Management since then.

*As reported by Financial Planning magazine, 1996-2024, based on total revenue.

Aside from private investment management for retail clients, Delano Financial Management (DFM) also provides management services to a several Financial Advisors serving both retail clients and working through several financial institutions throughout the state of Massachusetts, with headquarters located in Marlborough, MA.

Mr. Delano holds the following licenses: Series 3 (Commodities), Series 7 (General Securities), Series 24 (General Securities Principle), Series 63 (All States), Series 65 (Investment Advisor), and the Series 53 (Municipal Principle). Additionally, he holds licenses for Life, Health, and Disability insurances, as well as for Variable Annuities.

Mr. Delano had dedicated a considerable part of his life to another type of public service. He was elected to six consecutive two-year terms as a City Councilor in Marlborough, MA serving 12 years in that position ending in 2020. Previously Joe was elected to and served a 4-year term on the Marlborough School Committee. Serving others has apparently gotten to be quite a habit.

Also, of note is his past service on the Board of Directors for St. Mary’s Credit Union, and he continues as a member of the Board of Director’s Asset Liability Committee charged with overseeing the safety and soundness of the credit union’s balance sheet. Reflective of the values of the credit union industry all directors are volunteers and work pro bono solely for the benefit of the members of the credit union and embodies the simple but illustrious phrase: “People Helping People.”

Among many other professional and charitable affiliations, Joe was one of the founders and served for several years as the Chairman of the Board of the Main Street Journal newspaper in Marlborough, Ma. In addition, he has served as a board member and then Vice-Chair of the Board of Directors for the Boys and Girls Clubs of Metrowest.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

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