Joanna Grace

Joanna Grace is a Wealth Operations Manager with more than 25 years of experience in the financial services industry. She has built a strong reputation for delivering exceptional client service, fostering lasting relationships, and driving operational excellence. Joanna brings deep expertise in wealth management operations, account administration, client onboarding, and process improvement, with a results-driven approach focused on enhancing efficiency, strengthening controls, and elevating the client experience.

Prior to joining OneDigital, Joanna spent 18 years as a Client Service Coordinator with a private Registered Investment Advisory (RIA) firm in Melville, New York. There, she served as the primary liaison with custodial partners, overseeing client brokerage accounts and ensuring seamless transitions for new clients. Her attention to detail, collaborative mindset, and commitment to service excellence help create a smooth and trusted experience for both clients and colleagues.

A proud Long Island native, Joanna resides in Commack, New York. Outside of work, she enjoys Pilates, spending time in her garden, and making memories with her daughters and dogs.