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Jo Smith, a CERTIFIED FINANCIAL PLANNER™ professional, was born and raised in Greensboro and began her work in financial services in 2007. After spending five years in Knoxville, TN, Jo and her family moved back to Greensboro and back to Gate City Advisors in 2018.  Jo is the Director of Financial Planning, collaborating with both our advisors and clients to develop individualized plans for each client, which can bring a peace of mind. Together, we will come up with a plan to help you reach you and your family’s specific and unique goals so that you can focus on what’s really important to you.

Jo enjoys spending most of her time outside, either hiking or playing outside with her husband and three kids. You can also find her throwing a few rounds with a heavy bag at TITLE Boxing Club.

Education: B.A. in Dance Performance, University of North Carolina At Charlotte.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).