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Our financial advice team


JoAnn Morgano, Financial Advisor serving the Marlton, NJ area - Ameriprise Advisors

JoAnn Morgano

MBA, BFA, CRPC

Financial Advisor

Laurel Oak Wealth Management Group
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits
  • Insurance

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • MBA Master of Business Administration

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • American Heart Association
  • Beacon Networking for Life
  • Chaine des Rotisseurs
  • Drexel University Alumni Association
  • Food Bank of South Jersey
  • Impact 100 of South Jersey
  • National Association of Women Business Owners
  • Sacred Heart Church
  • UNICO
  • Women, Words and Wisdom

Interests

European Travel

World War II History

Top World Museums

Creative Cooking without Recipes

Entertaining and Dining