Senior Director and Wealth Strategist
BNY Mellon Wealth Management
As a senior director and national wealth strategist, Joan, CFP, CTFA, TEP, works closely with wealthy families and their advisors to provide comprehensive wealth planning. She specializes in family governance, philanthropic planning and tax and estate planning. With over 25 years of experience working with large multi-generational families, she is frequently invited to speak to client and professional groups such as the American Bar Association, the American Institute of CPAs and numerous estate planning councils throughout the United States. Her unique style is highly interactive, emphasizing real life examples and practical tools.
Joan is a frequently quoted fiduciary and family governance expert and author of articles in business publications, including most recently The Wall Street Journal, the New York Times, Trust & Estates magazine and Fortune. In addition, she serves on the Board of Directors of the Community Foundation of Broward and the Executive Committee of the Florida Bankers Trust Division. Joan earned a master of business administration from Rollins College, a bachelor of education from Queens University and a bachelor of music from McGill University. She is a Certified Financial Planner® and has earned the designations of Certified Trust and Financial Advisor and Certified IRA Specialist from the American Bankers Association.