With over 30 years of experience in the financial industry, Joanne brings extensive industry knowledge to our clients along with a commitment to quality service. She is responsible for facilitating the daily maintenance needs of client accounts with special attention to client support.
In 1982 Joanne began her career as a Corporate Syndicate Assistant with W.H. Newbold’s & Son. Later she transitioned to a Secondary UIT Trader at Van Kampen Merritt, next to Boenning & Scattergood working in Investment Advisory, and then to Martindale Andres. Throughout this time she enjoyed the opportunity to work in many facets of the financial services industry.
In 2007 Joanne joined Old York Advisors of Raymond James. She holds a Bachelor of Arts in Communications from Temple University.
Joanne supports many charities dear to her heart. She believes in the St. Jude Children‘s Hospital credo that all children deserve the opportunity for medical assistance regardless of their inability to pay for their care. Also, she supports the North Shore Animal League – the no-kill shelter with the belief that all animals deserve to have a happy ever after—along with the United Way of Southeastern PA, a charity which Raymond James also supports.
Joanne resides in Montgomeryville, Pennsylvania. She has three grown sons, with her younger two being twins. In her spare time Joanne enjoys gardening, cooking, reading, going to the theatre, and watching classic movies.