Broker Check
Joanna Wallis

Joanna Wallis

Director, Operations

Joanna is recognized as a leading team member for investment onboarding and operational knowledge across the broker-dealer landscape. She has worked in the financial services industry for over 6 years. Joanna is responsible for developing operational delivery of multi-faceted financial plan implementations to ensure seamless investment transitions for clients. She is also instrumental in overseeing the onboarding and servicing of Employer Retirement Plans for our small business owner clients. Joanna also ensures the smooth running of the firm's back office operations.

Joanna resides in CT with her husband and three children, although she is very close to (and slightly excited about) being an empty nester.

Registered Representative of Park Avenue Securities LLC (PAS).