JoAnne is a Private Wealth 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. She holds Series 7, 63, 66 and 31 securities registrations as well as annuity, life and health insurance licenses and has a Bachelor of Interdisciplinary Studies, Business degree from the University of Virginia. 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.