LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors

Biography

Contact Information:

phonePhone

703.760.6110

JoAnne Dorris

Private Wealth Senior Registered Client Associate
Assistant Vice President

JoAnne is a Senior Registered Client Associate and began her career in the financial services industry over 30 years ago.  She brings with her extensive knowledge as she has served in different roles throughout her career to include client services, management, compliance and consulting.  She will be helping to coordinate and service all aspects of your relationship with our team. 

JoAnne and the LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors have been recognized by Forbes as one of the Best-in-State Wealth Management Teams in 2023-2024.1

JoAnne has been named a Wells Fargo Premier Client Associate, a distinction held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
 
She holds her FINRA Series 7, 63, 66 and 31 securities registrations as well as annuity, life and health insurance licenses. She has a Bachelor of Interdisciplinary Studies degree in Business from the University of Virginia.

 

 

 

12024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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