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.
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