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JO SMITH, CFP®, CDFA®

DIRECTOR OF FINANCIAL PLANNING

336.272.5680 

[email protected]

Jo Smith, CFP®, CDFA®, was born and raised in Greensboro, NC (Go Whirlies!), and began her career in financial services in 2007. After spending five years in Knoxville, TN, Jo and her family returned to Greensboro and rejoined Gate City Advisors in 2018. She joined the ownership team in 2025, further solidifying her long-term dedication to the firm and its mission.

At GCA, we do more than just manage investments – we provide comprehensive solutions that help our clients get TO and THROUGH their retirement. As Director of Financial Planning, Jo’s goal is to offer clients peace of mind that extends far beyond just their portfolios, giving them confidence and clarity as they plan for their future. She is committed to helping individuals and families achieve their long-term goals and attain financial security, no matter where they are in their financial journey.

Outside of work, Jo loves spending time outdoors—whether hiking or just relaxing in her backyard with her husband and three children. To balance out the joyful chaos of raising three kids, she turns to yoga for a little peace, quiet, and the occasional moment of sanity. She also proudly asserts that she has the BEST husband and family, whose love, support, and sense of humor keep life grounded, hilarious, and wonderfully unpredictable.

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.

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