Josephine “Jo” Wise
Jo Wise is the executive assistant at Zinnia Wealth Management. Jo has over 20 years of experience as operation specialist and management. She spent 15 years as an operations specialist and previously worked as a branch technical liaison and Assistant Supervisor.
Jo will be the first person that greets you at Zinnia Wealth. Jo will keep everyone up to date with continued conversation for all Q&A with the client onboarding process. She spends time getting to know everyone who comes into the office and helps everyone that needs assistance or appointments scheduled. Jo also follows up with clients who have Fidelity, Schwab and TD Ameritrade accounts.
Jo has four children, eight grandchildren, and enjoys making chocolate candies, spending time with her family, and going on cruises.