JoAnne B. Galbraith, CFP®

President, Carter Advisory Services

Professional

As President of Carter Advisory Services, JoAnne is responsible for designing and integrating each facet of our multi-disciplinary financial plans while also providing guidance to clients in pursuing their financial and life goals.

JoAnne joined Carter Advisory Services in 1993 after successful careers at Ernst & Young and Bank of America. With over 40 years of experience in financial planning, her technical expertise is invaluable to the clients of Carter Advisory Services.

Education

JoAnne earned a Bachelor of Science in Business Administration, majoring in accounting, from the University of Dayton, and a Master of Science in Management and Administrative Sciences, with a concentration in Finance, from the University of Texas at Dallas. Recognizing that health is an integral component of wealth, JoAnne also holds a master’s degree in Acupuncture and Oriental Medicine.

Personal

JoAnne and her husband, Paul, a psychotherapist, enjoy the outdoors, hiking with their dogs and relaxing at their secluded mountain retreat in New Mexico.