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.
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.
Connecticut Estate & Tax Planning Council
Western Maryland College, bachelor’s degree in history