Jones 2017

Johanna Jones

Executive Assistant to Robert Wermuth

Phone: (610) 719-8600 Ext. 105

Email: jjones@legacy-online.com

Experience:

Johanna joined the Legacy West Chester branch in 2014 as the Executive Assistant to Senior Partner, Robert Wermuth. She brought with her 6 years of client services experience in the financial industry.

At Legacy, Johanna is responsible for managing the day-to-day operations of Rob’s practice.  On top of scheduling meetings, planning travel and organizing daily calendars, she is responsible for maintaining files and records and preparing/ editing correspondence, reports, and presentations for clients and associates.

Education:

Johanna graduated from Bloomsburg University of Pennsylvania with a Bachelor’s degree in Business Administration and a concentration in Marketing.

Personal:

Currently residing in Wilmington, DE with her husband, Johanna enjoys spending her free time with her family and friends and loves to travel whenever she gets the chance.

Johanna Jonesis a registered representative of Securian Financial Services, Inc.  DOFU 01/2018 TN 1994646