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Joanne Welch
Managing Director, Investments
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.
Recognized by the firm as a member of the prestigious President's Club for her outstanding contributions.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
