Joanna S. Ballantine
Financial Services Representative
Joanna S. Ballantine is a financial services representative with the Davis Financial Group (DFG). Joanna joined DFG in 2020. As part of the Davis Financial Group team, Joanna helps her clients achieve their goals and understand, protect, preserve, grow and share their assets—and their values—during their lives and beyond. At DFG, financial planning includes working with clients in the areas of investment management, insurance services, tax planning, retirement planning, and estate and philanthropic planning. Joanna also helps direct and coordinate with the work of her clients’ other professional advisers.
Prior to joining DFG in 2020, Joanna was an executive in the non-profit sector for 20 years. Her work focused on leading large non-profits through times of growth, outreach, engagement, systems thinking and enterprise development. She served as the Executive Director of the Harold Grinspoon Foundation for over a decade and most recently as Vice President for the Western Region for the nations’ oldest comprehensive conservation and preservation organization founded in 1891, The Trustees of Reservations.
Joanna has an MSW in Community Organizing and Social Administration from the University of Maryland, an MA from Baltimore Hebrew University and a BA from Hampshire College. Joanna serves on the Advisory Board of The Trustees, the Board of Directors of the Kestrel Land Trust, 18 Doors, the Biodynamic Farmland Trust and is an active volunteer in the community. In her recreational time, Joanna is active at the Jewish Community of Amherst, the Pioneer Valley United Way, the Women’s Philanthropy Committee of the Jewish Federation and especially enjoys hiking, yoga and exploring Massachusetts special places.
Joanna lives in Amherst with her husband Clay, their teenage son Caleb and their Bernese Mountain dog Shira. Her daughter, Hannah, is currently a student at Hampshire College.