Sugar Land, TX office welcomes
闯辞础苍苍别听奥补苍驳

闯辞础苍苍别听奥补苍驳

麻豆社 announced the hiring of financial advisor 闯辞础苍苍别听奥补苍驳 in Sugar Land, TX.She joined the听Houston Market led by Regional Director听Jon Ramey, Market Executive Marcus Rolls and Market Director Joe Zurfley.
JoAnne joins us from Charles Schwab where she spent 23 years as a Senior Financial Consultant. She brings over 25 years of experience in the financial services industry and is a seasoned advisor specializing in wealth management for high-net-worth and Ultra High-net-worth clients.
Originally from China,听JoAnne earned her Bachelor of Science in Horticulture from China Agricultural University in 1991 and her Master of Science in Hospitality Management from Texas Tech University in 1999. She is bilingual in English and Mandarin, enabling her to serve a diverse clientele, including affluent Asian American families and mainstream high-net-worth individuals.
JoAnne holds the Accredited Asset Management Specialist (AAMS庐) and Certified Wealth Strategist (CWS庐) designations. Her expertise spans tax planning, estate planning, and customized portfolio strategies, where she partners closely with clients to help them preserve, grow, and transition wealth across generations.
Joining her is Senior Wealth Strategy Associate Michael Jiang.
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