Wealth Advisor
Joanne Liakos
1522 Orchid Drive
Vero Beach, FL 32963
Background & Experience
Joanne joined SeaCrest Wealth Management in 2009 as a Wealth Advisor, bringing with her decades of experience in the financial services industry. She began her investment career in 1984 with Prudential Bache Securities and holds a Bachelor of Arts in Economics from the State University of New York.
With over 40 years in the business, Joanne has successfully guided clients through numerous market cycles. She specializes in providing comprehensive wealth management solutions to high-net-worth individuals and crafting tailored retirement strategies. Her commitment lies in understanding each client’s unique financial goals and helping them plan with confidence.
Outside of work, Joanne is a devoted mother to two grown children, now 21 and 29. She enjoys playing tennis, taking long walks on the beach, and spending time in her garden. Joanne is also actively involved in philanthropic efforts. She is a member of Impact 100 of Indian River, a collective giving organization where members pool resources to award at least four $100,000 grants annually to local non-profits, helping create meaningful change in the community.
How I Can Help You
With more than 40 years in finance as a value-oriented independent fiduciary, I partner with you to grow and preserve your capital. I work with you to understand your needs and goals. During volatile times in the markets, my experience allows for competent and reliable guidance.
If you have ever considered creating a more intentional plan for your financial future, or if you are simply curious about new opportunities for your investment portfolio, please consider setting an appointment with me. A 15-minute phone call or a cup of coffee can be the beginning of a better retirement for you and your loved ones.