JoAnn Keller

As a Senior Wealth Management Advisor, JoAnn works with individuals with investment assets of at least $1 million to develop long-term strategies to grow and protect their assets.

Experience

Prior to joining People’s United Wealth Management in 2007, JoAnn was a Division Head in a large corporate/middle market banking at BankBoston. She also worked at Hartford National and the First National Bank of Maryland. Her banking experience since 1974 includes identifying, managing and expanding client relationships in a variety of banking areas.

Affiliations

Connecticut Estate & Tax Planning Council

Education

Western Maryland College, bachelor’s degree in history

 

Contact Info

203.338.7153

Required
Required
Required
Invalid emailAdd
Required

Thank you for emailing, I will be in touch with you.

Related Information


Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

Business Continuity Plan | Commission & Fee Schedule | Margin Disclosure | Financial Statement | Cost Sharing Arrangements | Order Routing Disclosure | Day Trading Disclosure | BrokerCheck

JOIN OUR NEWSLETTER