Joan Walter Bio Photo
Joan Walter Client Service Associate

Joan Walter brings many years of experience to her role with SAGE in her role as Client Service Associate.

Joan began her career more than 30 years ago in the financial services industry. She participated in the initial public offerings at three publicly traded companies, in industries that include real estate, management consulting and education. In these roles, she developed and executed global investor relations strategies and nurtured key relationships with shareholders and investment analysts. In addition, Joan oversaw financial communications and managed the corporate brands of these companies.

More recently, Joan served as a branch office administrator at Edward Jones, where she lent her talents to the branch operations by helping drive business results through execution of the branch’s business plan.

From 2011 to 2017, Joan served as a board member (Secretary and Executive Committee) of Family Shelter Service (now a part of Metropolitan Family Services). Family Shelter Service helps victims of domestic violence escape abuse and rebuild their lives.

Joan’s personal fulfillment is achieved through continuous improvement. She enjoys taking on new challenges and working one on one with her clients. In her personal time, Joan enjoys traveling, cooking, gardening and spending time with her family and friends.