Joan Wesley, CFS®

Member in Good Standing

Investment Advisor Representative

Greensburg, PA

CFS®

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About Joan

Joan M. Wesley, CFS is a Financial Professional with the independent broker/dealer Avantax Vest Investment Services, Inc. (formerly known as H.D. Vest Investment Servies, Inc.). Joan helps individuals and businesses pursue their long-term financial needs by utilizing insurance and investment products. Joan will guide clients to pursue their goals for retirement funding, college funding and/or simply developing a disciplined savings program by primarily utilizing mutual funds. Joan can shop for clients in finding the proper life insurance, disability insurance, annuity and/or long-term care insurance that will build a foundation for a client's long-term financial plan. Joan has thirty years of experience in the investment/insurance industry. 724-850-7074

Education

Associate in Paralegal Studies

Bachelor's of Science in Business Administration

Licenses

Series 6

Series 63

Series 65

Series 62

IBF Designations

CFS®

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Certified Fund Specialist

Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.

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Contact Joan

Greensburg, PA

Phone (724) 850-7074

At a Glance

IBF Designations 1

Member Since 2000

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Practitioner-Reviewed education since 1988

Profile verified · March 2026

Understanding Credentials

What makes an IBF-designated advisor different?

1988

Established track record

Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.

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