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Joanie Mashburn
Joanie Mashburn
Investment Associate, Vice President | Merrill Lynch
Charlotte, North Carolina, United States
Joanie Mashburn
Summary
Joanie Mashburn is an accomplished Investment Associate with over 15 years of experience at Merrill Lynch Wealth Management. She specializes in providing tailored financial strategies for a diverse clientele, including medical professionals, corporate executives, and families. Joanie emphasizes a client-centered approach, ensuring that the financial goals of her clients are at the forefront of her wealth management process. Her expertise spans various areas such as retirement planning, family wealth management, and socially responsible investing. Joanie's holistic team approach allows her to address the unique needs of each client, focusing on their life priorities and investment personalities. Outside of her professional life, she enjoys golf, fitness, and exploring new culinary experiences. Joanie is passionate about connecting with clients and helping them navigate their financial journeys.
Joanie Mashburn
Work Experience
Investment Associate, Vice President at
Merrill Lynch
February 2008 - Present
Joanie Mashburn
Education
Hardbargers Business College, Associate's Degree/College Diploma
January 1973 - January 1975
Frequently Asked Questions about Joanie Mashburn
What is Joanie Mashburn email address?
Joanie Mashburn's primary email address is ***************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Joanie Mashburn work for?
Joanie Mashburn is a Investment Associate, Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.
Where Joanie Mashburn graduated from?
Joanie Mashburn holds a degree in from Hardbargers Business College.
How can I directly contact Joanie Mashburn?
To contact Joanie Mashburn directly, you can use the email address ***************@ml.com. Complete contact information is available upon registration with Muraena.
Who is Joanie Mashburn?
Joanie Mashburn is an accomplished Investment Associate with over 15 years of experience at Merrill Lynch Wealth Management. She specializes in providing tailored financial strategies for a diverse clientele, including medical professionals, corporate executives, and families. Joanie emphasizes a client-centered approach, ensuring that the financial goals of her clients are at the forefront of her wealth management process. Her expertise spans various areas such as retirement planning, family wealth management, and socially responsible investing. Joanie's holistic team approach allows her to address the unique needs of each client, focusing on their life priorities and investment personalities. Outside of her professional life, she enjoys golf, fitness, and exploring new culinary experiences. Joanie is passionate about connecting with clients and helping them navigate their financial journeys.
Joanie`s contact details
***************@ml.com
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