About Stavis Margolis Financial Services Financial Data Center On-line Account Access

Joan Sutphen, CFP® - Advisor

Joining Stavis Margolis Advisory Services in the fall of 2003, Joan brings 27 years of experience in the financial services industry.  Prior to earning her CFP® certification in 1983, Joan worked for a regional brokerage firm in San Francisco. 

Since 1980, Joan has served in a variety of financial planning roles with several banks and major accounting firms providing financial planning services to corporate executives and their families.  During that time, she has focused her efforts on high-quality and high-touch services to meet the needs of the high net worth clients that she serves. 

Joan is a registered representative of FSC Securities Corporation.  Member of FINRA/SIPC.
 
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