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Joan Norton

Experienced Financial Advisor

Joan Norton
Woburn United States (Massachusetts)
Professional Status
Employed
Available
About Me
Joan K. Norton - CMFC, RFC, LLC, Woburn, MA, Financial Advisor, helps demystify complex financial issues involving estate management, retirement, investment risk, strategies for preserving or expanding wealth, and more. For approximately 30 years, she has delivered personalized financial services to her clients from her independent firm, Joan K. Norton & Associates, LLC.

Beyond her commitment to her firm and clients, she supports worthy causes. She sat on the board of directors for the Jane Goodall Institute, a nonprofit dedicated to habitat restoration and animal protection. She also supports local animal rights groups, such as the New Hampshire Humane Society and the Northeast Animal Shelter.

For recreation, Joan K. Norton enjoys playing tennis. She sponsored the Boston Lobsters tennis team, which competed in World TeamTennis. In addition to tennis, she pursues her interest in folk music and has learned to play the baritone ukulele and the dulcimer.

Before establishing her herself as a financial advisor, Ms. Norton studied at Babson College in Boston, where she earned an MBA in finance.

Broker Check

Joan K. Norton & Associates offers Securities through International Assets Advisory LLC, an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International Assets Investment Management, LLC, an SEC Registered Investment Advisor.

www.finra.org www.sipc.org
  • Financial Planning
  • Strategic Planning