Joanna  Veirs,  CFP<sup>&reg;</sup> - Financial Advisor

Joanna Veirs, CFP®

CPA,

Principal

The Glenview Trust Co

4969 US Highway 42, Ste 2000
Louisville, KY 40222-6391
(866) 671-7067
(502) 212-7800

General

Joanna Veirs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Glenview Trust Co in Louisville, KY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Employee Benefits, Retirement

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