Joanna Grace

Bio

Joanna brings 25 years of expertise in the Financial Services industry to her role at Procyon Partners. Known for her exceptional client service and relationship-building skills, she is passionate about creating meaningful connections and ensuring a seamless client experience.

Before joining Procyon, Joanna spent 18 years as the Client Service Coordinator at a private RIA firm in Melville, NY. There, she served as the primary liaison with custodian firms, expertly managing all client brokerage accounts and overseeing the efficient transition of new clients. Joanna’s meticulous attention to detail consistently enhanced the firm’s client experience, instilling confidence and trust in her work.

 Outside the office, Joanna enjoys staying active with Pilates and taking family dog walks. She also has a passion for gardening, a beloved family activity she shares with her children and pups, making it a delightful way to unwind and connect with loved ones.