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JoAnna Franz, CRPC

Senior Client Associate

JoAnna graduated from the University of South Florida, School of Business with a major in Finance and a minor in Economics in 2001. Soon after graduation, she started her career in the financial industry working with an independent broker. While working there, she earned her Series 6 license and had her Florida life and annuity license. In 2008, JoAnna joined the Merrill Lynch Corporation as a Client Associate. While at Merrill Lynch she earned her Series 7 and 66 licenses and was a branch coach for many years. Recently, she earned her CRPC™ designation.

JoAnna enjoys travelling with her husband, whether it’s trekking across the U.S. or cruising on a ship. She also has 3 grown children, 9 grandchildren and 2 great grandchildren. She absolutely loves to spoil her grands! When she’s not spending time with her family, she enjoys watching sports. Her favorite sports are football and hockey, though she watches many types of sports.

JoAnna Franz, CRPC

Education

  • University of South Florida

Credentials

  • Chartered Retirement Planning Counselor

JoAnna Franz, CRPC

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JoAnna Franz, CRPC

Senior Client Associate

JoAnna graduated from the University of South Florida, School of Business with a major in Finance and a minor in Economics in 2001. Soon after graduation, she started her career in the financial industry working with an independent broker. While working there, she earned her Series 6 license and had her Florida life and annuity license. In 2008, JoAnna joined the Merrill Lynch Corporation as a Client Associate. While at Merrill Lynch she earned her Series 7 and 66 licenses and was a branch coach for many years. Recently, she earned her CRPC™ designation.

JoAnna enjoys travelling with her husband, whether it’s trekking across the U.S. or cruising on a ship. She also has 3 grown children, 9 grandchildren and 2 great grandchildren. She absolutely loves to spoil her grands! When she’s not spending time with her family, she enjoys watching sports. Her favorite sports are football and hockey, though she watches many types of sports.

Education

  • University of South Florida

Credentials

  • Chartered Retirement Planning Counselor
joanna.franz@ubs.com
JoAnna Franz, CRPC

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