Broker Check

Wong Financial Services - Spokane Valley, WA

 
  • 16201 E. Indiana Avenue, Suite 5220 | Spokane Valley, WA 99216
    215 Oregon Street | Kellogg, ID 83837
  • 509-892-0070
Joanne Milton

Joanne Milton

Operations Manager

Joanne's primary role in the office is overseeing individualized client care and maintaining daily team operations. She will take a proactive approach to getting to know each individual client (and household) situation. She is an efficient problem solver and will go out of her way to provide an exceptional client experience with our office. Her 9+ years of managerial experience within other LPL Financial offices is just one of the many strengths she brings, along with a superb level of care in responding to inquiries, scheduling, and preparing for client reviews. In addition to managing operations, Joanne will also be instrumental in the development and implementation of Client Appreciation Events and targeted learning series on various financial services topics.
 
Joanne was born in London and raised in Germany, the Netherlands and England. She is proficient  in German and has traveled extensively throughout Europe. She is the proud mother of two children and has a passion for animals, the art of drawing, interior design and gardening. In her spare time, Joanne creates animal portraits where she is able to create a timeless expression of an animal's unconditional loyalty and love.