Joanne Welch

Biography

As a Wedbush Financial Advisor and Investment Adviser Representative, I am dedicated to serving my clients. I believe my clients come first and work to help protect their financial success. With over 30 years of experience in the financial industry, I am committed to using my knowledge to educate clients and help them make informed investment decisions. The client relationships I have developed make my work a pleasure.

I provide comprehensive financial planning, develop personalized investment strategies and manage investment assets with emphasis on risk management. I assist my clients in reaching short and long-term goals. Whether you would like to build personal wealth, plan for retirement, minimize taxes or prepare for the tuition costs of your children or grandchildren, I will help you clearly define your investment objectives, goals and risk tolerance to determine a strategy designed to help you achieve your financial goals throughout your lifetime.

Prior to joining Wedbush, I spent 23 years at A.G. Edwards & Sons as a Financial Advisor (eventually acquired by Wells Fargo Advisors.) I started my career as a commodity broker managing lumber hedging programs for lumber mills and wholesalers. I hold a Bachelor of Arts degree in Finance and a minor in French. I speak fluent French and spent a year as an exchange student in Bordeaux, France. My wonderful husband Jeff and I share four boys together.

Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.

PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

• Annuities and Insurance
• Asset Management
• Financial Planning
• Mutual Funds & ETF's
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• Series 7, 63, 65 & 66 Securities licenses
• OR Resident Insurance License #2988750
• WA Non-Resident Insurance License #244626
• CA Non-Resident Insurance License # 0C67188
• BA Finance from Portland State University

Mission Statement