JoanAnn Natola, AIF®
JoanAnn Natola’s corporate success, passion for innovation, and deep commitment to helping individuals and business’s attain financial security converged into the creation of Element Financial Group. JoanAnn brings to the firm her deep understanding of group benefit strategies, retirement planning and expert knowledge of sophisticated financial service offerings. “My life’s mission is to use my passion and expertise to help all clients achieve the life they deserve, empower our staff and change lives by supporting charitable organizations.”
JoanAnn’s corporate successes have arisen from her unwillingness to accept the status-quo. As a highly analytical and creative person, whenever JoanAnn encounters an issue that impedes business, she solves it. She rose to the most prestigious positions within a Fortune 100 company by recognizing obstacles and successfully implementing programs to overcome them. Under her direction her business units dominated the field of executive benefit and legacy planning.
JoanAnn was tapped in her corporate role to head a newly formed Private Client Group offshore, focusing on innovative insurance and investment products for ultra-high net worth individuals and families. In this role, she served as vice president and chief marketing officer of MassMutual Bermuda and worked closely with their international department to open an office in Luxembourg.
Her journey to the top of her profession always involved helping others excel. In an effort to attract more women to the financial services industry as planners and equity owners, JoanAnn created a three-year accelerated program to fast-track talented business leaders to run successful financial service firms. JoanAnn paved the way for motivated professionals to own their own futures.
JoanAnn was named to the National Association of Plan Advisors (NAPA) Top Women Advisors list for 2015*, is a leading marketer of financial literacy for women and has been published on varying topics of finance.
Outside of the office, JoanAnn is an avid athlete, tri-athlete, certified race car driver, and her most cherished role of grandmother. She believes in having fun on the journey through life and learning from any mistakes. JoanAnn has been on the forefront of activism and improvement in the lives of people with disabilities. She is supported in her work and in her life by a wonderful husband, Tom, and when not in New York City lives in Cheshire, CT, with her husband, mother-in-law, and special needs brother-in-law. She enjoys spending time with her daughter, son-in-law, and grandson Luca.
*2015 Top Women Advisors list: Nominations were made by NAPA Broker-Dealer and RIA partners. Honorees were selected by a panel of judges based on criteria such as, a candidate's percent revenues derived from retirement plans, total plan assets under management/advisement, years of experience working with workplace retirement plans, regulatory compliance record, and credentials. NAPA member votes were utilized to break ties, if applicable. 227 advisors were considered for this award. 146 (64% of candidates) were named to the list. List makers were then separated into four different categories: All-Stars, Captains, Rising Stars, and MVP's. The nominated advisor need not be a NAPA member. This awards is not indicative of the wealth manager's future performance. Your experience may vary. There were: 30 Captains, 25 All-stars, 16 Rising Stars, and 75 MVPs. As defined by NAPA. All-Stars: top producers who have their own practices. Captains: All-Stars who happen to be principals, owners, or team captains of their organizations.. Rising Stars: top producers who have less than five years' experience with retirement plans as a financial advisor. MVPs: players who are part of a team. For more information, please visit: www.napa-net.org