05/18/2026
Our speakers Wednesday, May 20th are club members JoAnn M. Perez and Phillip Poitevint.�
JoAnn M. Perez has been serving Huntsville, Alabama as a licensed attorney for over 22 years. A graduate of Wayne State University, JoAnn obtained a Bachelor of Business Administration degree in marketing before attending Wayne State University Law School in Detroit, Michigan, where she obtained her Juris Doctor (JD) Degree in 1999. In law school, JoAnn won the Bronze Key Academic Award in 1996 and was a member of Moot Court.
JoAnn is currently licensed to practice law in Alabama. She is a member of the Elder Law Section of the Alabama State Bar, the Real Estate and Probate Section of the American Bar Association, the Taxation Section of the American Bar Association and the Business Section of the American Bar Association. Her primary areas of practice include estate planning, estate administration, wills, trusts, probate law including conservatorships and guardianships, and business law including corporations, partnerships, and limited liability companies.
JoAnn served as the President of the Rotary Club of Greater Huntsville from 2024-2025, the WEDC Foundation Board President in 2016, and as CASA of Madison County (now Enable) Board President in 2016. She currently serves as Chair of Huntsville Hospital Foundation Planned Giving Advisory Council and she is a member of the 305 8th Street Board of Directors, the Drake State Foundation Board, the Community Foundation of Greater Huntsville Women's Philanthropy Society Leadership Council, and the Community Foundation of Greater Huntsville Ambassador Council.
Phillip Poitevint, CFP®, AAMS® is a seasoned financial professional and owner of Poitevint Financial, an independent office of Raymond James, based in Huntsville, Alabama. With over a decade of experience as a Financial Planner—and a career in the investment industry that began in his early years—Phillip brings a deep, practical understanding of wealth management and long-term financial planning.
Phillip specializes in retirement planning, wealth accumulation, and guiding clients through complex financial and life decisions. He is known for his ability to simplify sophisticated investment strategies into clear, actionable plans, helping clients feel confident and informed as they move toward their long-term goals. His approach is highly personalized, with a strong emphasis on building lasting relationships and adapting strategies as clients’ lives and priorities evolve.
He holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, earned in 2011, demonstrating advanced expertise in comprehensive financial planning and a commitment to fiduciary-level advice. He also holds the Accredited Asset Management Specialist® (AAMS®) designation, reflecting specialized knowledge in investment and portfolio management.
Phillip earned his Bachelor’s degree in Finance from Auburn University in 2006, providing the academic foundation for his disciplined and analytical approach to financial planning.
In addition to his Huntsville practice, Phillip partners with his father in a Raymond James office in Bainbridge, Georgia—bringing a multigenerational perspective and over 50 years of combined experience to the clients they serve.
Driven by a “never quit” mindset and a deep commitment to client success, Phillip is dedicated to helping individuals and families make confident financial decisions, navigate change, and build secure, lasting futures.
