Joanna joined Professional Planning Group in 2018. As Chief Operating Officer, Joanna is part of our leadership team and is responsible for establishing the firm’s strategy as well as the financial and operational activities including ensuring business operations are effective and efficient. She has extensive experience in planning and implementation of process improvement, financial reporting and analysis and corporate and accounting policy. Joanna is a Registered Principal of the firm, a member of the Executive, Investment, Compliance and Development Committees.
Experience
Prior to joining Professional Planning Group, Joanna was VP, Assistant Controller for The Washington Trust Company for 14 years, where she was responsible for financial reporting, project implementation, reconciliation and accounts payable. Previously, she was Controller at Bess Eaton Donut Flour Company, Controller at MIM Corporation and Audit Supervising Senior at KPMG.
Education
Joanna earned her Bachelor of Science from the University of Rhode Island in 1991, with a concentration in Accounting and her Certified Public Accounting designation in 1993. She holds the Series 7, 63 and 24 licenses.
Community
Active in the Community, Joanna serves as parent advocate for children and adults with disabilities as Vice President of Board of Directors of the Olean Center. She also serves on the Finance, Governance and Development Committees. Joanna also serves as Vice Chairman of the Board of Director for the Ocean Community Chamber of Commerce an organization committed to the betterment of the local community.
Family
Joanna lives in Westerly, RI with her husband Al and three children, Alyssa, Lauren and Sophia.
Hobbies
In her free time, Joanna enjoys the beach, community events and spending time with her family and friends. Being of Italian decent, she enjoys making wine and homemade pasta with her family.
*Accounting and tax preparation services are not affiliated with Raymond James Financial Services, Inc.
