Joanne Spears Email
Senior Vice President, Financial Planning @ Newport Capital Group
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Joanne Spears Location
- Red Bank, NJ, US
Joanne Spears Work
- Senior Vice President, Financial Planning @ (September 2023 - Present)
- Senior Financial Advisor, Assistant Vice President @ (May 2015 - September 2023)
- COO and Managing Member @ QERI LLC (July 2012 - May 2015)
- COO, Head Trader, Director of Business Development @ Hudson Capital Group LLC (December 2006 - June 2012)
- Broker @ (March 2000 - September 2006)
Joanne Spears Education
- International Christian University 1981-1982
- University of California, Davis
Bachelor's Degree (International Relations and Affairs)
Joanne Spears Skills
- Fiduciary Services
- Relationship Management
- Women's Networking
- Financial Strategies for Women
- Retirement and Career Transition Planning
- College Savings Strategies
- Social Security Analysis
- Estate Planning Services and Wealth Transfer
- Wealth Management Strategies and Guidence
- Retirement Planning
- Investment Management
- Risk-Portfolio Management
- Executive Compensation Plans
- Corporate Retirement Plans
Joanne Spears Summary
- Joanne Spears, based in Red Bank, NJ, US, is currently a Senior Vice President, Financial Planning at Newport Capital Group. Joanne Spears brings experience from previous roles at Merrill Lynch Wealth Management, QERI LLC, Hudson Capital Group LLC and GFI Brokers LLC. Joanne Spears holds a 1981 - 1982 International Christian University. With a robust skill set that includes Fiduciary Services, Relationship Management, Women's Networking, Financial Strategies for Women, Retirement and Career Transition Planning and more. Joanne Spears has 2 emails on RocketReach.
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