Steward Partners as Executive Director, Senior Divisional Business Director in April 2018. She has 25 years of experience in the financial services industry. Prior to joining Steward Partners, JoAnn was a Client Relationship Manager with Merrill Lynch. She also spent 12 years with Morgan Stanley in various leadership roles including Business Service Manager, Complex Manager’s Assistant and Branch Administrator. She began her career in 1993 with Wells Fargo and held many position with retail and Private Client Services including Branch Manager.
When not in the office, JoAnn loves spending time outdoors and travelling. She and her husband, Bryan, reside in Bedford, TX and have 3 children, Ashton, Cade and Jack.
Sign up to view 0 direct reports
Get started