Jo is a director in the Southeast Region’s Winston-Salem office. She manages relationships for ultra-high-net-worth multi-generational families as well as their foundations and endowments. She partners with Abbot Downing’s specialists to provide tax efficient planning strategies, Wells Fargo Bank fiduciary services, financial planning, asset management, as well as family dynamics services.
Jo has worked in the financial services industry for over 30 years. Prior to joining Wells Fargo, she served as an executive director of Investments at Oppenheimer & Co. Inc. where she provided wealth management services including estate and financial planning, investment strategy, and asset allocation. Jo also worked as senior vice president and client relationship officer at U.S. Trust Company where she provided similar services for affluent clients and their families for over 15 years. Earlier in her career, she worked as a financial consultant with Merrill Lynch and as a revenue agent with the Internal Revenue Service.
Jo is a magna cum laude graduate of the University of North Carolina in Greensboro where she received her B.S. in economics and business administration. She holds the Certified Public Accountant (CPA) designation (not currently practicing). Jo is a SAFE-registered mortgage loan originator (NMLSR ID 611923).
Jo is a member of the American Institute of CPAs, the North Carolina Association of CPAs and the Society of Financial Service Professionals.
Jo and her husband currently reside in Greensboro, North Carolina.