Joanne Wadsworth

Joanne Wadsworth, CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

148 S Queen St

Martinsburg, WV 25401-3316

About me

Background

As a Financial Advisor, with over 30 years of experience, I offer clients insight, guidance, and customized investment strategies, recommending products and services to suit their expectations and needs.

My process starts with studying a client’s current investment accounts and strategies, and then helping them determine and prioritize their goals. Next, I match them with the best solutions available and implement their decisions promptly and accurately. We then review their plan on a regular basis to ensure that it remains in line with changes in their life, needs, or objectives. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts in Speech Communications
University of Maryland
Cannon Trust School

Personal Interests

I currently serve on the WVU Berkeley Medical Center Foundation’s board of directors, am active in the Martinsburg Rotary Club and a Paul Harris Fellow, and a current member—and past board member and president—of the Martinsburg Berkeley County Chamber of Commerce. I’m also an active volunteer fundraiser for Hospice of the Panhandle.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Sterling Performer
BB&T now Truist 2017
Sterling Performer
BB&T now Truist 2018
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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