Joe Coluccelli joined Note Advisors in 2025 as an Administrative Support Associate to help our financial planning and 401(k) divisions with administrative client functions and communications. In his role, he supports the firm in delivering an exceptional client experience, coordinating account management, and addressing day-to-day client and planner needs. 

Originally from Rochester, Joe earned his bachelor’s degree from SUNY Brockport, and his goal is to become a Certified Financial Planner (CFP™). He’s passionate about continuous learning and loves helping clients understand the “why” behind their financial plans. 

Outside of work, Joe enjoys golf, researching investments, staying active, and cooking. He values connection, growth, and bringing a positive, people-first attitude to everything he does, both in and out of the office. Joe currently resides in Orchard Park, NY, where he enjoys cheering on the Buffalo Bills!