Jo Pate

Financial Advisor

With over 25 years career experience in the financial investment industry, Jo brings experience as well as a unique perspective to the Southern Point team. She focuses on wealth management as well as building and maintaining strong client relationships. Jo believes this is the key to help clients strategically plan for their personal, business and retirement goals. Jo has been a Valdosta resident since 1992, has two married daughters and four grandchildren whom she adores. In her free time, she enjoys spending time with her family, exercising to maintain a healthy lifestyle and meeting new people.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and SouthernPoint Investment Partners are separate entities from LPL Financial.


The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, NC, PR

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