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A BRIGHTER FUTURE

Let's Secure
Your Retirement

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Lonely Boat

What sets Joanne Liakos and Seacrest Wealth Management apart?

Joanne Liakos is a fiduciary wealth advisor which means one who manages  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.

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Do you have more than $500,000.00 in a bank account? Consider using my professional  services to help invest for the long term.

Securities Investor Protection Corporation is there for your protection. Ask me how! 
While a presidential election can influence the U.S, economy the president's ability to impact markets is generally indirect and marginal.
Almost 40 years of experience with investments makes me a great sounding board.

ABOUT JOANNE

Putting My Experience
to Work

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 degree in  Economics from State University of New York.   

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  • Joanne provides sound financial advice to high net worth individuals.

  • Series 7 and 65 licensed 

  • She will work to understand your particular needs and goals.

  • She has experienced a variety of vagaries in the global markets with 40 years in the financial services business.

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On a personal note, Joanne is a devoted mother of two wonderful children, Shelby 27 and Cole 20. She has been married to her husband Frederick for 32 years. She is a passionate tennis player, enjoys long walks on the beach and likes to garden.

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About Joanne

TAKE CHARGE OF YOUR FINANCIAL FUTURE

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Disclosure: Joanne Liakos is a Wealth Advisor at SeaCrest Wealth Management, LLC. SeaCrest Wealth Management, LLC (“SWM”) is a Registered Investment Advisor (“RIA”), located in the State of New York. SWM provides investment advisory and related services for clients nationally. SWM will maintain all applicable registration and licenses as required by the various states in which SWM conducts business, as applicable. SWM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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