JoAnne Stanton has been with MSA Wealth Management since 2010. She is the Executive Assistant to Mark Scordato but works closely with all of our advisors to facilitate all new business. JoAnne is the one to commend for making sure transactions go from start to finish seamlessly. Her follow through as well as her follow up are priceless qualities that are a “must” in this industry. JoAnne holds her Life and Annuity license as well as her Health Insurance license.
As a wealth of knowledge, JoAnne is the direct liaison between the many companies the advisors work with, the advisors themselves, and the clients. The close relationships she builds with our clients coupled with her independent work ethic and paying close attention to detail have contributed to her success. On top of her direct involvement with clients, JoAnne also coordinates our workshop events.
Mark describes JoAnne as the go to for everything revolving updates with company holdings, offers, and literature. JoAnne's knowledge and expertise are essential for the day-to-day operations at MSA Wealth Management which allows optimal ability for the advisors to directly manage the assets of the clients without interruption.
Joanne rounds out her expertise in the field with a Bachelors Degree in Law & Society.