661 N. Tomahawk Trail
Vero Beach, FL 32963
Background & Experience
Joanne joined SeaCrest Wealth Management in 2009 as a Wealth Advisor. She began her investment career with Prudential Bache Securities in 1984. Joanne holds a Bachelor of Arts in Economics from State University of New York.
Joanne provides wealth management solutions to high net worth individuals and develops plans for retirement. She will work to understand your particular needs and goals.
She has experienced a variety of vagaries of the global markets with 35 years in the financial services business.
On a personal note, Joanne is a devoted mother of two wonderful children, Shelby 25 and Cole 17. She has been married to her husband Frederick for 30 years. She is a passionate tennis player, enjoys long walks on the beach and likes to garden.
How I Can Help You
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.