CapTrust Financial Advisors

Client Access

JoAnn DiOttavio, Sr. Client Services Associate

Email: joann.diottavio@captrustfa.com

JoAnn is the Branch Operations Manager/Senior Consulting Assistant at CapTrust. She began her career in the investment industry in 1981 as a sales assistant for Charles Manning at Dean Witter Reynolds, West Chester PA. In 1985 she moved to the West Chester branch of Janney Montgomery Scott Inc., a regional investment firm based in Philadelphia PA where she continued to service Chuck's client base. In 1998 she joined Chuck and Mark at CapTrust Financial Advisors. She continues to work with new and long-time clients overseeing and managing the daily administration of their accounts.