As our Client Operations Specialist, Joelle has a comprehensive knowledge of compliance, operations, and services. She provides top-notch operational support and ensures the accuracy and completion of all procedures generated through the Mercer Putney team. Joelle takes pride in working to help ensure that our client's experience exceeds their expectations.
Joelle has been assisting LPL Financial Advisors since 2007, when she began her financial services career. Her passion for the industry has led to a vast knowledge of client accounts, Charles Schwab and LPL policies.
In her free time, she enjoys running, gardening and spending time with her friends and family.