Joan Wilton

Professional Economic Growth Group
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Joan Wilton

Over her 15-year career in financial services, Joan has had a special rapport with her widowed clients. In 1994, while she was working in the admissions and financial aid office of Wagner College in Staten Island, NY, her husband, Edward, died unexpectedly of a heart attack, after contracting Lyme disease and developing complications. He had retired as a New York City police detective just three years earlier. At the time, Joan had two children in college, another in second grade, and she lacked a college degree.

She returned to college, earned a BS in Finance from City University of New York, and took a job in 2000 as a financial representative with MetLife Financial. During that time, she went on to receive her CFP® certification from the American College.

In 2014, she joined the Professional Economic Growth Group, a local agency of Penn Mutual. Her practice focuses on working with women, especially the recently divorced and widowed, and also same-sex couples. Joan also works with traditional couples and strongly encourages women to take an active role in their family finances.

Stories by Joan Wilton

Suddenly Single: Financial Advice for Newly Widowed and Divorced Women

By Joan Wilton | February 9, 2016

Women who suddenly find themselves alone, either through divorce or the death of their spouse, face some daunting financial challenges.