Broker Check

JoAnn R. Napoli-Winant, CLU, ChFC, LUTCF

JoAnn R. Napoli-Winant*

Investment Advisor Representative

Phone: 617-916-5155 Ext 131
Fax: 617-916-5157

JoAnn entered the Financial Services industry in 1992 with MetLife, where she was one of the first representatives in the Northeast to become a Financial Planner. She joined the financial services industry following several years in accounting with Mass Financial Services and ITT Sheraton Corporation. With over 20 years of experience, JoAnn found that financial services was an ideal field for helping people who have a deep sense of responsibility and the economic potential to strive to realize their dreams, for themselves and their families. In 2013 she began working with The Moody Street Group, where she is able to take a values based approach to working with individuals, professionals and business owners to develop their financial strategies and help them make progress toward their goals.

To better serve the needs of her clients, JoAnn has committed to her professional development by obtaining the CLU, ChFC and LUTCF designations. While at MetLife, she became a Financial Planner and a member of the Special Needs Planning Division. She has been an MDRT Qualifier and a consistent invitee to her Company Leaders Conferences.

A native of Medford, Massachusetts, she is graduate of Suffolk University with a BS/BA in Accounting and Finance and currently resides in Wakefield, Massachusetts, with her husband Richard.