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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Joanne Hale

Thank you for visiting my page! Although I live in the Florida panhandle, I help clients anywhere in the US with financial advising and building a legacy.

My clients often tell me they appreciate how approachable I am. I like to be thoughtful in answering all your questions to empower you to begin your journey towards financial freedom. This includes topics on saving, investing, retirement planning, and insurance needs. I believe in cultivating long-term relationships with my clients through sharing my knowledge and skills rather than selling them.

To be fully transparent, I do “walk the talk”—I am on Baby Step 6 of Dave Ramsey’s “Common Sense Approach”. Dave’s steps provide great guidelines to make informed decisions; when my clients prefer a personalized approach, I am more than willing, able and happy to do so.

As a retired military veteran, helping the military community is a meaningful goal of mine. I understand the unique challenges and opportunities military life presents and I can make the most of financial options available to veterans during and after service.

I look forward to connecting with you and learning how I can strengthen your financial goals. My services support diversity, equity, and inclusion.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Joanne:

  • FPU Graduate
  • Military Veteran
  • Licenses: Series 6, 63, 65 and Life & Health Insurance
  • I love spending time with family and friends
  • I enjoy cooking, experiencing new adventures, and global travel

Locations Served


  • 850-417-6121

State Licenses