Joan was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK
Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth
advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets
under management, compliance records, industry experience and best practices learned through
telephone and in-person interviews. Portfolio performance is not a criteria due to varying client
objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22
and was released on 02/02/2023. Research Summary (As of February, 2023) 38,314 nominations were
received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an
advisor’s future performance, is not an endorsement, and may not be representative of individual clients’
experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit for more info.