Joanne is a dedicated financial services veteran who finds solutions to the most difficult challenges. With 40 years of experience in the industry, Joanne began her career in the late 1970s as a sales assistant at Merrill Lynch in New York. In 1981, she relocated to Florida and continued her career at Merrill Lynch until starting at EF Hutton in 1986. Joanne went on to join Morgan Stanley, formerly Smith Barney, in 1995, where she was introduced to Don d’Adesky and The Americas Group in 2009. She has proven to be an important and reliable member of the team through the transition to Raymond James in 2015. Joanne’s various operational responsibilities include account opening and maintenance, trading, and enhanced due diligence. She is series 7, 63, and 66 licensed.
Originally from New York, Joanne lives in West Palm Beach, and enjoys cycling in her spare time.