Manager of Advisor Services
My name is Joan Wallace and I have a passion for creating customer relations. I enjoy meeting new people and thrive to provide excellent customer service both accurately and timely.
What Makes me Valuable to Our Agents: I have several years of extensive knowledge of the RIA processes and procedures. With this knowledge I can assist any Advisor in writing, preparing, processing and submission of any application.
Favorite Sport and Team: Steelers and Texas Longhorns
Favorite Vacation: 10 beautiful days in Aruba
Favorite Food: Pizza