Client Service Associate
Joan has worked in the financial services industry for twenty years at companies including Morgan Stanley, Bank of America/Merrill Lynch and Wells Fargo Advisors. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.
- Bachelor’s degree in English | Monmouth University
- FINRA 6, 7, 63 and 65 with LPL Financial
We Educate And Empower Our Clients
Start making informed financial decisions today