JoAnna Curts

JoAnna Curts is an experienced professional with a strong background in relationship management, product development, and client engagement within the financial services industry. Most recently, JoAnna held the position of Director, Relationship Management at Fidelity Investments from October 2019 to September 2022, overseeing a diverse portfolio that included Health Savings Accounts and Personalized Planning & Advice. JoAnna has also served as Director of the Women’s Product Area, where the focus was on creating financial experiences that cater to women's needs. Previous roles include Relationship Manager and Vice President, Managing Director, with a consistent emphasis on client satisfaction and long-term relationship building. JoAnna’s educational background includes dual Bachelor's degrees in Social Work from The University of Texas at Arlington and a Master's in Financial Services, where JoAnna is currently developing expertise as a Chartered Advisor in Philanthropy. JoAnna's early career also included work at North Texas Public Broadcasting in Foundation and Government Relations, highlighting a diverse set of skills in both finance and social work.