Phone: (610) 719-8600 Ext. 105
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.
Johanna graduated from Bloomsburg University of Pennsylvania with a Bachelor’s degree in Business Administration and a concentration in Marketing.
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