- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Wealth Strategist, Joanie’s primary responsibility is to develop customized financial solutions to meet the unique needs of her clients by leveraging Northern Trust’s expertise in asset management, trust services, custody, credit, and technology. She serves both domestic and international clients. She has over 24 years of experience in financial services.
Experience
Joanie has worked both domestically and internationally for Northern Trust. She has worked in the Personal, Corporate and Asset Management business units as well as helping to open and launch seven new offices worldwide.
Community Involvement
Joanie serves as board member for Heartbeat of Miami, St. Philip’s Episcopal School and the Estate Planning Council of Coral Gables. She is a member of the CFA Institute, CFA Society of Miami, Society of Trust & Estate Professionals, Junior League, Ellevate, and Belizean Grove.
Joined Northern Trust
1998
Education
Bachelor of Arts in Economics from University of North Carolina at Chapel Hill. Masters in Business Administration from University of Chicago- Booth School of Business.
Credentials
Chartered Financial Analyst (CFA). Trust & Estate Professional (TEP). Holds a series 7 and 63 FINRA licenses.
Miami
Cash Services Available | ATM in lobby*
600 Brickell Avenue
Suite 2400
Miami, Florida 33131