As Vice President of Private Wealth Management, Jo Anne utilizes her diverse and extensive experience throughout all areas of finance to help clients solve their personal financial needs, whatever they may be. Jo Anne has over 20 years of experience in trading, sales, and portfolio management. She began her career in 2002 at Merrill Lynch in New York City and subsequently worked for various hedge funds in investor relations, as a credit analyst and trader from 2007-2011. She sold both fixed income and equity research in Oil & Gas to institutional investors at KLR Group and Iberia Capital Partners from 2013-2018. In 2019, she launched a wealth management firm before joining Capital Wealth Advisors in 2023.Specialties: capital markets, credit, equities, finance, financial accounting, fixed income, futures, marketing, perl, programming, research, retail, sales, securities, statistics, strategic, trading floor, unix, trading, quantitative investing, recruiting, codingCWA Asset Management Group (“CWA”) reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA Asset Management Group, LLC will not accept purchase or sale orders via social media messaging systems. CWA Asset Management Group, LLC is not responsible for unsolicited content posted by third parties. Nothing contained on social media platforms representing CWA, or its employees should be interpreted as investment, legal tax or other advice nor is it to be relied on in making an investment or other decision.CWA Asset Management Group, LLC may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates. Designations and/or awards are not indicative of an Advisor’s past or future performance and should not be construed as an endorsement of CWA by any third-party.