Joan Kavanagh

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  • Often Described As: A good hostess.
  • Family Matters: the most important thing
  • Favorite Client “Aha” Moment: I enjoy talking with clients and helping them to understand the market – and their custodian statement!
  • Greatest Challenge Overcome (personal): divorce and house fire
  • What You Find Underrated: Sunny days
  • Friends or Family Poke Fun At: My sense of humor
  • Favorite Movie Moments: The last scene of “An Affair to Remember”
  • Favorite Quote: Linus from A Charlie Browns Christmas: ” And this shall be a sign unto you; Ye shall find the babe wrapped in swaddling clothes, lying in a manger.’ And suddenly there was with the angel a multitude of the heavenly host, praising God, and saying, ‘Glory to God in the highest, and on earth peace, good will toward men.'”
  • Most Satisfying Part of Life at HFM Investment Advisors: Smithbridge? A new challenge every single day
  • Top of mind during calls with clients: The Client
  • Favorite Workout Routine: Deep water cardio and Pilates
  • Top Movies: Somethings Got to Give, Ferris Buellers Day Off, When Harry Met Sally
  • Most Memorable Trip: Both times in Ireland
  • Community Involvement: Active at St. Agnes Parish, Act in Faith West Chester
  • Favorite App: Instagram
  • Vacation Spot: Outer Banks and Key West
  • Ideal Weekend: Anywhere near the water
  • Most satisfying part of life at HFM: Smithbridge? Flexibility
  • Most likely to spend a spare hour: Reading my book in the winter, gardening in the summer
  • Inspired by: My Parents work ethic and faith
  • Family Matters: Always take precedence
  • How do I help our clients “get ready” for life’s transitions: listen, listen, listen
  • How do I spend my time outside of HFM: Exercise, gardening, reading, cooking, travel and time with family and friends

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