JoAnne McKelvey has an extensive background in financial services, having held various roles in operations, relationship management, and product management. With over two decades of experience in the industry, JoAnne has worked at notable companies such as Lincoln Investment, Capital Analysts Incorporated, Prudential, and People's First Community Bank. JoAnne holds a BA in Sociology from Rosemont College.
Lincoln Investment Planning
2 followers
Full-service broker-dealer and registered investment advisor, serving over 235,000 investors, representing over $23 billion in assets.