What sets Joanne Liakos and Seacrest Wealth Management apart?
Joanne Liakos is a fiduciary wealth advisor. That means an advisor who manages client assets with the clients’ best financial interests in mind. Joanne chose to bring her financial expertise under Seacrest Wealth Management because the organization shares her values of educating the client and minimizing risk with a focus on long term wealth.
I get asked all the time, "If I have $100,000 in a savings account, how can I leverage that to actually start building up my retirement?" This is the type of situation where I can really help someone see a difference in their future.
Putting My Experience
Joanne joined SeaCrest Wealth Management in 2009 as a Wealth Advisor. She began her investment career with Prudential Bache Securities in 1984. Joanne holds a Bachelor of Arts in Economics from State University of New York.
Joanne provides wealth management solutions to high net worth individuals and develops plans for retirement.
She will work to understand your particular needs and goals.
She has experienced a variety of vagaries of the global markets with 35 years in the financial services business.
On a personal note, Joanne is a devoted mother of two wonderful children, Shelby 25 and Cole 17. She has been married to her husband Frederick for 30 years. She is a passionate tennis player, enjoys long walks on the beach and likes to garden.