Joann Sofis White
Senior Vice President/Financial Advisor at Stephens Inc
- Role
- Senior Vice President, Private Client Group at Stephens
- Location
- Winston-Salem, NC, US
- LinkedIn followers
- 500 followers
About Joann Sofis White
Philosophy & Approach JoAnn joined Stephens Private Client Group in 2010, after…
Experience
Senior Vice President, Private Client Group
Nov 2010 — Present · Winston-Salem, NC
JoAnn joined Stephens Private Client Group in 2010, after joining the industry in 2008, following her career as a teacher. She brings sound, practiced counsel into each client relationship. JoAnn says, “It is a tremendous honor to serve as the trusted consultant to my clients. I draw upon the skill set developed during my years as a teacher to communicate succinctly and clearly with my clients and every member of their family so that they better understand our plan to achieve all of their goals, no matter how big or small.”JoAnn is supported by her registered client associate, Ashley Blalock, who has more than 20 years of experience.
Education
Princeton University
A.B., Sociology
1996 — 2000
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