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Joan K. Crain, CFP, CTFA, TEP

Senior Director and Wealth Strategist,
BNY Mellon Wealth Management

Joan Crain is a senior director and national wealth strategist with BNY Mellon. She works with wealthy families and their advisors to provide comprehensive wealth planning, specializing in family governance, philanthropic planning and international tax and estate planning.

With over 25 years of experience working with large multi-generational families, Joan receives frequent invitations to speak to client and professional groups, such as the American Bar Association, the American Institute of CPAs and numerous estate planning councils throughout the United States. Her style is unique and highly-interactive, emphasizing real-life examples and practical tools.

She is quoted often as a fiduciary and family governance expert and author of articles for business publications, including The Wall Street Journal, the New York Times, Trust & Estates magazine, and Fortune. She serves on the Board of Directors of the Community Foundation of Broward and the Executive Committee of the Florida Bankers Trust Division.

Joan earned a master of business administration degree from Rollins College, a bachelor of education from Queens University and a bachelor of music from McGill University. She is a Certified Financial Planner® and has earned the designations of Certified Trust and Financial Advisor and Certified IRA Specialist from the American Bankers Association.