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Joan Sheen-Welch

Client Financial Analyst

In her role as Registered Client Services Associate, Joan collaborates with advisors to create client financial projections and summary/action plans. Joan’s responsibilities also include conducting extensive data-gathering with clients.


With 19 years in the industry, Joan has gained unique experience in working with individuals to ensure their interactions with advisors are as smooth as possible.


Professional Designations

• Series 7,63

• Life & Health


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