Joan McGinley

Joan is the Client Service Associate for Heffernan Financial. She is passionate about providing exceptional service consistently to all clients, whether they have a simple question or a complex need. Joan does paraplanning to assist the Wealth Advisors in developing detailed financial plans and investment management services for clients. She is responsible for updating meeting presentation materials with precise client information and market data. Some of her other responsibilities include assisting with rebalancing reports and asset allocation, opening and servicing accounts, and working on various investment research projects.

Joan graduated from Rutgers University with a B.A. in Economics with a concentration in Finance. She earned her M.B.A. at Saint Peter’s University, while working in New York City. She has nearly thirty years of experience working in the financial services industry at many prestigious firms. These include Morgan Stanley Smith Barney, Oppenheimer Capital, Truist Wealth, and UBS.

When she is not in the office, you will find Joan walking on one of the many area beaches, watching basketball and baseball, reading a good novel, and exploring local art galleries and museums. She has two daughters and two granddaughters, and a Boykin Spaniel named Jackson. Joan is active in her church and in veterans and animal welfare organizations.