JoAnne is a seasoned professional with over 17 years of investment analysis, asset allocation and financial planning. Her specializations include designing financial plans for individuals to determine where they are today, where they want to be and how they will get there. She began her wealth management career at a local accounting firm in 2000 where she created their Wealth Management Services practice. After 11 years, JoAnne moved to a Registered Investment Advisory firm located on the Connecticut shoreline, as a Senior Financial Advisor. Additionally, she was the Assistant Vice President and Private Banking Officer at a local bank where she opened and managed the first Private Banking Office in the New Haven area. She obtained her accounting degree from Quinnipiac University and has completed all of the requirements associated with the designation of Certified Public Accountant. Prior to obtaining her degree in accounting, JoAnne attained her Certified Financial Planning accreditation and a Bachelor’s of Science degree in Management. She has obtained her Series 7, 24 and 63 registrations, as well as life, health and variable annuity insurance licenses.
JoAnne is on the Board of the Orchard House in Branford where she serves as the Treasurer and Financial Committee Chair. She is also on the Board of the Financial Planning Association.
Member of the Financial Planning Association (FPA)
Member of the EWomen Network of New Haven and Hartford