Broker Check
Jo Avriett, CFP®

Jo Avriett, CFP®

 

RETIREMENT PLAN ASSOCIATE

Jo Avriett, 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.  Jo is a Retirement Plan Associate and provides relationship management and client services to employer-sponsored plans that Gate City Advisors manages. 

Jo provides participant education, plan services and is the direct assistant to Jonathon Schultheiss; a partner at Gate City Advisors and the Director of our retirement plans.  Driven by her passion to education to add value to the clients she works with, Jo uses her diligent work ethic, education and experience to assist clients in reaching their goals.  Jo looks forward to learning how she can assist you and your family achieve your unique goals,

Jo is an active member of Mercy Hill Church, but you can also find her hiking or playing outside with her two kids, Griffin and Piper, and her two dogs, Marley and Flearoy.

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