Joan K. Norton, founder and principal of Joan K. Norton & Associates, leverages nearly 30 years of experience when providing financial advice to her clients. Her firm, located in Woburn, MA, aims to provide personalized service by considering clients’ needs and goals. Ms. Norton’s focus areas include investment strategies, retirement planning, mutual fund investments, estate planning, and portfolio allocation strategies. She concentrates on wealth management by providing long-term, retirement-focused perspective for her clients’ investments. Also a community-minded individual, Ms. Norton supports several local programs and institutions, including the Northeast Animal Shelter in Salem, Massachusetts; New Hampshire Humane Society in Laconia, New Hampshire; and the Women’s Sports Foundation in New York, New York. She served on the Jane Goodall Institute board and is interested in animal rights and environmental protection. In 2016, Ms. Norton provided financial support to the Malden, Massachusetts, Disabled American Veterans Auxiliary (DAVA) Unit 85, which provides a variety of services to Malden-area veterans. Her contribution enabled the DAVA Unit 85 to upgrade its event hall. Broker Check Joan K. Norton & Associates offers Securities through International Assets Advisory LLC, an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International Assets Investment Management, LLC, an SEC Registered Investment Advisor. www.finra.org www.sipc.org