Joan Crain is a senior director for BNY Mellon Wealth Management. As a national wealth strategist, Joan works closely with wealthy families and their advisors to provide comprehensive wealth planning. Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-generational families. She specializes in family governance, philanthropic planning and tax and estate planning. She is frequently invited to speak to clients and professional groups such as the American Bar Association, the American Institute of CPAs and numerous estate planning councils throughout the United States. Joan is a frequently quoted fiduciary and family governance expert and author of articles in business publications, including most recently The Wall Street Journal, the New York Times, Trust & Estates magazine and Fortune. Joan received a master of business administration from Rollins College, a bachelor of education from Queens University, and a bachelor of music from McGill University. She serves on the Board of Directors of the Community Foundation of Broward and the Executive Committee of the Florida Bankers Trust Division.