Ms. Stone is a private client advisor in our Lynnfield, Massachusetts office concentrating her efforts on new business development. Joni has over 20 years of experience at major Boston financial institutions in various roles including portfolio management, private banking, and client service. Joni collaborates with prospective clients and their outside advisors to provide education on the firm’s services and assembles the most appropriate team at F.L Putnam to meet each client’s goals and objectives.
As an alum of Bank of Boston, Fleet Bank and State Street Global Advisors her network is deep in the Boston market as well as in NH area. Joni was a founder of the Women’s Fund of Essex County, a donor advised fund at the Essex County Community Foundation that supports disadvantaged women and girls.