Broker Check
Jo  Pate

Jo Pate

Financial Advisor

As a Financial Advisor at Southern Point Investment Partners, my primary focus is on helping clients with wealth management and building strong, lasting relationships. I firmly believe that these relationships are the key to strategically planning for clients' personal, business, and retirement goals. With a career spanning over 30 years in the financial services industry, I bring a wealth of experience and expertise to my role.

Throughout my career, I have had the privilege of working at esteemed firms such as Wells Fargo Advisors, Smith Barney, and Merrill Lynch. These experiences have provided me with a diverse range of knowledge and perspectives in the field of finance. I have also obtained the Series 7 and 63 securities licenses (held with LPL Financial), as well as completed the Securities Industry Essentials® (SIE®) Exam, ensuring that I am equipped with the necessary qualifications to serve my clients effectively.

What motivates me most in my work is the privilege of serving a variety of clients and helping them achieve their short-term and long-term financial goals. Building lifelong relationships with my clients is the ultimate compliment and drives me to provide exceptional service and guidance.

Since 1992, I have been a proud resident of Valdosta, Georgia. Family is incredibly important to me, and I am blessed with two married daughters and five adored grandchildren. Spending quality time with my family brings me immense joy and fulfillment. In my free time, I prioritize maintaining a healthy lifestyle through regular exercise. I believe that physical well-being is crucial for maintaining mental sharpness and providing the best possible service to my clients. Additionally, I enjoy meeting new people and expanding my network.