Joan A. Antoniello

ChFC, CLTC, CLU | Principal

JAntoniello@WMWealthAdvisors.com | Vcard | High Res Photo | Bio

Joan Antoniello’s extensive experience in the financial services industry started in 1970 when she began her career in banking and was an Assistant Vice President of a large New York City bank. In 1981 she moved to the insurance industry and became an agent of MassMutual, and, for 20 years was a senior associate of one of the largest insurance organizations in New York City. She joined WeiserMazars Wealth Advisors LLC on January 2, 2008. She is a Principal and Wealth Advisor for Personal and Corporate Planning.

She specializes in developing insurance programs and business succession plans for the corporate market as well lifetime income and estate planning strategies for high net worth individuals. Recently, she was a featured speaker at New York State Senator Liz Krueger’s Long Term Care Forum and has spoken about this topic on many other occasions.