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Joanie Mashburn

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Joanie Mashburn

Investment Associate, Vice President | Merrill Lynch

Charlotte, North Carolina, United States

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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.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Joanie Mashburn

Work Experience

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Investment Associate, Vice President at

Merrill Lynch

February 2008 - Present

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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

mail

***************@ml.com

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