Oppenheimer & Co.
47yrs
Top advisor by experience in Winston-Salem
18yrs
Joann White has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Winston-Salem, North Carolina. Joann has been with Stephens since 2010; before that, Joann spent a year at Morgan Stanley and a year at Citigroup Global Markets. Stephens offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 59% of advisors in North Carolina
Office101 S. Stratford Road, Winston-Salem, NC 27104
FirmStephens
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$672,559
Advisors at the firm243
States licensed ?2 states
Services through Stephens
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowStephensCurrent firm
- Jun 2009 – Nov 2010Morgan StanleyPreviously
- Oct 2008 – Jun 2009Citigroup Global Markets Inc.Previously
Contact Joann
Local office(336) 251-0400Ask for Joann. (501) 377-2000Main office · Little Rock, AR 101 S. Stratford RoadWinston-Salem, NC 27104Office · Get directions
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Questions to ask Joann
Tailored to Joann’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joann
How do I contact Joann?
Call Joann’s local office at (336) 251-0400 or the Stephens main office at (501) 377-2000, and ask for Joann White.
How long has Joann been a financial advisor?
Joann has been in the industry since 2008, about 18 years. More experience than 59% of advisors in North Carolina.
What licenses does Joann hold?
Series 66. Tap any license on this page to see what it allows.
Is Joann a fiduciary?
Joann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joann paid?
Stephens reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Joann for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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