Legacy Wealth Management: Joan Wills

Joan Wills

Sr. Registered Account Administrator

Phone: 561-609-4525 
Fax: 561-609-4556 
E-mail: 

Joan works diligently to develop and maintain strong relationships with all of our clients.  She oversees office management and compliance matters.  When a working relationship is developed, she can work with you to help achieve your goals.

For nearly three decades Joan practiced law in the State of Rhode Island specializing in estate planning.  She also served for six years as the Probate Judge for the Town of Narragansett.

Although she no longer practicing law, Joan has dedicated her career to delivering the personalized services our clients deserve.

Joan opted to make a significant career change in 2011 when became a financial advisor. Prior to joining The Harvest Group, Joan worked with the team of Tom Bartolomeo, First Vice President-Financial Advisor and David Curran, First Vice President-Financial Advisor at Morgan Stanley as a financial advisor.  As a team, they collaborated to provide personalized financial advice for individuals and families.  Joan continues to provide this personalized service at The Harvest Group.

Joan graduated from the University of Rhode Island in 1974 with a degree in political science.  Additionally, in 1980, she earned a Juris Doctor degree from the University School of Law in Boston.

Joan lives in Delray Beach, Florida, with her husband Gene.  She enjoys reading, antiquing and cooking.  Together, she and her husband enjoy visiting quaint New England inns.

 

Joan is registered in: AZ, CA, CO, CT, FL, MA, MD, ME, NC, OH, RI, TX.

Contact Legacy Wealth Management

7700 Congress Ave Suite 1136
Boca RatonFL 33487   
Phone: 561-609-4525 Toll Free: 855-828-5221
Fax561-609-4556

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