Joanne M. “Joey” Reiter joined Integrated Wealth Management in October 2009 after a 25-year career as Vice President and Senior Financial Consultant at Merrill Lynch, where she focused on strategic retirement planning for individuals and business owners. She also served on Merrill Lynch’s National Retirement Risk Management Advisory Board and was a frequent seminar speaker and panel participant at several national retirement industry symposiums.

As Retirement Risk Management Specialist within Integrated Wealth Management’s Business Innovations Department, Joey has continued her strong commitment to the critical role long-term care planning plays in retirement planning. She works with employers to design group and individual “multi-life” employee benefit plans as well as with high net worth individuals, educating them on how to properly leverage their estate plans to protect against future long-term care needs.

Joey is based at Integrated Wealth Management’s Palm Springs office:

• 787 North Palm Canyon Drive
  Palm Springs, California 92262
  
• (760)-969-7130 office
  
• (866) 355-2526 fax
• Joey@IWMgmt.com