Having worked at Merrill Lynch since 2016, Joanna was excited to at the launch of mFORCE Capital in 2021.
With more than 25 years of experience in the financial industry, she has a diverse background that makes her especially skilled as a financial advisor. Prior to working at Merrill as an advisor, she was Director of Global Trading for Capital Institutional Services in Dallas. Today, Joanna focuses on helping clients build effective, long-term holistic financial plans including retirement preparation and strategy, estate and legacy planning services and multigenerational wealth management. She is dedicated to guiding her clients through the complexities of wealth management. She is committed to providing her clients with the highest level of personal service and a goals-based strategy to pursue their financial goals.
Joanna earned her MBA and Bachelor’s degrees from Dallas Baptist University, where she is an adjunct professor in the school of business. Additionally, Joanna serves on the Women's Auxiliary Board at DBU and as a member of The National Organization of Investment Professionals NOIP. She holds the Series 3, 4, 7, 8, 24, 53, 55, 63 and 65 FINRA registrations and is licensed as a Life and Health Insurance Agent in Texas and Arkansas. AR Insurance #18246987
Joanna enjoys traveling and spending time at the lake with her two children, Tristan and Jourdyn. She previously served as a board trustee for the Scurry – Rosser Independent School District and is an active member of Mt. Olive Baptist Church in Scurry, Texas.
Forbes “Best-in-State Wealth Advisors” 2021
Barron's “Top 1,200 Financial Advisors” 2014 through 2021, annually
Barron's “America's Top 1,000 Advisors” 2010, 2012, 2013
Financial Times “400 Top Financial Advisers” 2020
To my clients and friends,
On August 1st of this year, Marriott Wealth Advisors, Inc. will celebrate twelve years of our founding. I founded the firm on the one guiding principle that we treat and celebrate each client in their own unique way. My only goal is to help our clients get the maximum enjoyment out of their retirement years.
The world is changing fast and is more financially complex given what has transpired over the last several years. I am now, more than ever, determined and focused on delivering an even better client experience in the years ahead. This determination and focus has resulted in my decision to join mFORCE Capital, LLC and partner with Sanctuary Wealth. I announce with great excitement that Marriott Wealth Advisors, Inc. will be joining the mFORCE Capital family.
mFORCE Capital is based in Ft, Worth, TX with Arkansas roots. mFORCE Capital shares the same values and goals for their clients that we here at Marriott Wealth Advisors, Inc have been providing over the last twelve years. Therefore, I believe that joining mFORCE Capital will allow Marriott Wealth Advisors to continue delivering the best experience we can for the next twelve years and beyond.
mFORCE Capital is one of more than fifty independent firms that make up the Sanctuary Wealth family. Through our partnerships, we will have comprehensive investment solutions, a vast network of resources, best-in-class technology and thought leadership and collaboration with our partner firms. The depth of resources available at mFORCE Capital and Sanctuary Wealth allows for creative and innovative solutions that will elevate my business and my clients’ experience.
I look forward to speaking with you about our new journey together.
All the best,