Meet Your SmartVestor Pro
Our SmartVestor Pro, Jo Avriett, along with the entire Gate City Advisors team is honored to partner with Dave Ramsey and the SmartVestor program. Jo went through a rigorous vetting process and was specifically chosen to represent the Piedmont Triad. Our goal is to partner with Dave Ramsey to educate and empower you to make the best financial decisions for you and your family.
SmartVestor Pro Code of Conduct
We at Gate City Advisors commit to upholding the SmartVestor Pro code of conduct. Our firm's "client-first" mentality means we're committed to understanding your unique situation as we discover, design, and deliver your personalized financial plan.
Discover
We strive to understand your individualized financial goals.
Design
We work to develop your unique financial plan.
Deliver
We help you implement your personalized plan to successfully get you TO and THROUGH your retirement.
Our Team Makes the Difference
When you partner with Jo, you get our entire Gate City Advisors team working for you.
R. SHERWOOD GREER, CFP®, RICP®
MANAGING PARTNER
JOSEPH R. VARTANIAN
MANAGING PARTNER
MERCEDES FRESQUEZ
DIRECTOR OF OPERATIONS
LARA HOWARD
DIRECTOR OF CLIENT CARE
BILL GIRONE
DIRECTOR OF INSURANCE
Check the background of your financial professional on FINRA's BrokerCheck.
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). https://www.KestraFinancial.com/Disclosures
Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with Kestra IS or Kestra AS.
