I have been employed by Michael Lerner/Nautica Wealth Advisors since January 2001. Prior to that, I worked for Metlife Resources for 15 years. I earned my Certified Financial Planner Designation in 1986. I held Series 6, Series 7, Series 22 and Insurance registrations while working for Metlife. I maintained my Series 7 registration until October 2015. Currently my primary responsibility is digitizing our office records in our efforts to “go green”.
Family and travel are my primary interests. I have been fortunate to be able to travel often with my sisters and friends. I still have a few places on my bucket list, such as Ireland and Scandinavia. I raised four children who have given me 16 grandchildren and 18 great grandchildren. So life is full.
Getting to Know Joan
Favorite Quote: Everything comes together with balance and purpose
Favorite TV Show: Madame Secretary
Favorite Holiday: Christmas