Joan Gilchrist

Joan Gilchrist is a highly accomplished financial professional with over four decades of experience. She began her career with Oppenheimer in 1981 and quickly rose through the ranks to become the youngest Senior Vice President in the firm's history just two years later. Over the years, she has been a consistent presence on Oppenheimer's Chairman's and Executive Councils, honoring the firm's top producers annually. Her practice, The Gilchrist Group, has been established since 1981, and provides wealth management solutions to clients throughout the United States. Her practice focuses on a holistic approach centered around tax-efficient investing, retirement planning, and estate planning. Thanks to her extensive education and experience, Joan holds several licenses like a General Securities Representative License (Series 7) and is licensed as an agent for life and health insurance professional in multiple states. As a testament to her work, in 2021, she was selected as one of the best in-state wealth advisors by Forbes, ranking #53 in Illinois. Joan values collaboration and works closely with clients' estate attorneys, accountants, managers, and support staff to execute many essential family office tasks. She uses statistical analysis to reduce the probability of loss while increasing the potential for favorable returns to invest. Her licenses allow her to work with clients in AK, AZ, CA, CO, DE, FL, IL, IN, IA, ME, MD, MA, MI, MO, NM, NY, NC, NJ, OR, PA, TN, TX, WA, WI, WY. She is very proactive about her social media policies and encourages everyone interested in her work to visit Oppenheimer's legal page for more information about posted content.