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portrait of Joanna Springstead
FINANCIAL ADVISOR

Joanna Springstead

CFP®
13459 Fishhawk Blvd, Lithia, FL 33547opens in a new window
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About Joanna

The cornerstone of my financial investment philosophy is that people don't plan to fail, but rather, fail to plan. Therefore, I believe it’s essential to partner with my clients to develop a financial strategy based on their lives' priorities and long-term goals.

The financial world can sometimes seem like unchartered territory. As a CERTIFIED FINANCAL PLANNER™ professional, I work one-on-one with my clients to develop the most appropriate strategy and partner throughout their lifetime to help keep them on track.

Previously, I held executive positions at JP Morgan Chase and the Federal Reserve Bank of Chicago. My 20-year career within the financial...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of British ColumbiaBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • History and Museums
  • Outdoor Enthusiast
  • Hiking

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(813) 657-2078

Fax

(866) 444-0177

Office Address

13459 Fishhawk Blvd
Lithia, FL 33547opens in a new window

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