Sugar Land, TX office welcomes

�鶹�� announced the hiring of financial advisor ��Ǵ��ԲԱ��²��Բ� in Sugar Land, TX.She joined the��Houston Market led by Regional Director��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,��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®) and Certified Wealth Strategist (CWS®) 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.

For designation disclosures click��here.��鶹�� Financial Services Inc. does not provide legal or tax advice and this does not constitute such advice. �鶹�� strongly recommends that persons obtain appropriate independent legal, tax, and other professional advice.

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Sugar Land, TX office welcomes

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