Joann Fritz

Joann Fritz

Senior Client Advisor

Family

Joann was born and raised in Harvard, IL, on a farm where they raised beef cattle, corn, and soybeans. She and her five siblings worked on the farm and spent summers picking up rocks. They were also involved in 4-H and FFA and attended local county fairs showing their livestock. She now lives in Darien, WI.

 

Occupation

Joann graduated from the University of Wisconsin-Madison. She started her career working for twelve years in the Trust Department of a bank in Woodstock, IL. There Joann began in operations and worked her way up to a Trust Officer. She spent the last eleven years as an Investment Advisor working for a Registered Investment Advisor in Lake Geneva, WI. Joann is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Wisconsin, and the Estate Planning Council of Walworth County.

 

Recreation

Joann enjoys spending time with friends and being outdoors gardening, hiking, and biking. She also enjoys caring for her parent’s miniature donkeys, miniature horses, and ponies living on the family farm.

 

Mission

Joann desires to help people live their best lives. Her goal is to build strong relationships with her clients to help them understand all their needs to help them achieve their goals.

 

 

 

Raymond James is not affiliated with any of the organizations listed above. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.