Joyce Lewellen

Joyce Lewellen

Registered Account Administrator

Phone: 941.256.9300
Fax: 941.256.9301

Registered Account Administrator

  • 34+ years Financial Industry Experience
  • Directs account operations & asset movement
  • Mankato Business College, Minnesota
  • Series 7, 63, 66 registrations

Joyce has served within the financial services community for 34 years. She spent her first 13 years at Citizens Federal Saving & Loan as an assistant manager before joining Nations Bank and eventually Bank of America Investments/Merrill Lynch. In that span she has cultivated a client services, operations and compliance background that are rich with experience and knowledge. Her primary goal is to ensure Capstan Financial Consulting Group provides the highest level of service possible to both new and existing client relationships.

Joyce is a graduate of Mankato Business College in Minnesota. She is a mother of four sons. While away from the office, her hobbies include travel, reading and various church functions.
Joyce has lived in Florida for 43 years - calling Sarasota home since 1976.