Jo Ann Plante is a Branch Administrative Assistant at the Waddell & Reed Greater New York Market. Jo Ann has experience in the financial, banking, academic, and healthcare fields. Previously, Jo Ann owned her own business and worked as a Virtual Assistant, specializing in writing projects: newsletters, blog content, copy writing, and general administrative tasks. She graduated from Albertus Magnus College in New Haven, CT with a degree in French.
Jo Ann acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18