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.
Joan received a Bachelor's degree in English from Monmouth University. She holds her FINRA 6, 7, 63 and 65 with LPL Financial.
Joan is a life-long resident of New Jersey, and has been living with her spouse and son for the past 25 years. Joan is an avid reader and loves walking the family's beloved Rottweiler, Bella.