EXPERIENCE: Joann Barton serves as Senior Vice President of Trust and Investments at TheBANK. She has been in the industry since 1984.
EDUCATION: B.S. in Biology, Quincy University; MBA, University of Illinois
PROFESSIONAL: Joann's credentials include: Certified Employee Benefit Specialist (CEBS) from the International Foundation of Employee Benefit Plan Specialists; Professional Financial Planner (PFP) from the Cannon Institute; and Trust Certification from the American Bankers Association.
BELIEFS: Joann believes that The Wealth Managment team has an obligation to understand their clients' goals and objectives and to present an investment plan that meets those needs.
"We strive to ensure that our clients' goals and objectives are met, whether that's through the investment of their assets or through the administration of their Estate or Trust."
AWAY FROM THE OFFICE: A lifelong resident of Edwardsville, Joann and her husband Greg have two children. She enjoys spending time with her family and participating in various community events.
ORGANIZATIONS: Joann is a member of the Edwardsville Rotary Club, Estate planning Council of St. Louis, Employee Benefit Association of St. Louis, International Foundation of Employee Benefit Plan Specialists (IFEBPS), and the St. Louis Chapter of IFEBPS. She's a past Board Member and Treasurer of the Edwardsville YMCA, and the Boy Scouts of America Lewis and Clark Council. She is also a Board Member of the United Way of Greater St. Louis and an Executive Committee member & Auxiliary Board Member of the Southwest Illinois Division.