JoAnn Middleton

Client Service Associate



Favorite Travel Destination
Anywhere it is 80-85 degrees and sunny

Something funny about me 
My grandchildren have named our house “The Land of Yes”… nana and papa never say NO

“The best part of Client Services is having the time and the opportunity to build a relationship with our clients. To know their children, their grandchildren, and how they like their coffee.”

JoAnn Middleton has joined Lexington Wealth Management as a Client Service Associate.
Prior to joining Lexington Wealth Management. JoAnn spent fourteen years as support for the financial advisors at Marcus Financial Advisors. Her background also includes 17 years as a corporate trainer in customer service for Sears, an assistant at Viking Mortgage Company, and a new hire trainer for Oxford Global Resources.

She currently lives on the North Shore with her husband, Ken and her temperamental rescue pup Maisie Mae. Her family is the center of everything. She has two grown sons, two daughters-in-law, two grandsons, and a granddaughter. She spends her summer weekends at the family camp in Meredith, NH.

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Phone: (781) 860-7745
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