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 Logo

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!

Joanne Galligan Wedbush Next Referal Code