Joan Moats has been in the luxury real estate business for nearly fifteen years, and has a variety of experience in all aspects of buying and selling high-end, luxury, real estate with distinguished personal service.
Her experience in small business management and financial planning helps her provide additional service to her clients, whether doing a 1031 exchange, reviewing property absorption rates, calculating market value or analyzing historical inventory cycles.
Some highlights of her career include:
Management of several portfolios, heavy in residential and commercial real estate, with over $50MM in assets.
Top Producer - Peak Performers Club
Standard of Excellence Award
Managed the financial side of a very successful real estate business for five years.
Built a successful accounting/bookkeeping business and provided streamline consulting to small businesses.
Joan completed additional educational requirements at Florida State University towards her Certificate in Financial Planning and has a Bachelor’s in Business Administration.