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portrait of Jo Bennett
FINANCIAL ADVISOR

Jo Bennett

180 E Main St Suite 108, Patchogue, NY 11772opens in a new window
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About Jo

As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

Prior to joining Edward Jones, I owned my own Filipino home accessories store on Spring Street and spent years in advertising sales in Manhattan. I came to Edward...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesDecember 2012 to Current

Education

  • Smith CollegeBachelor of Arts

Personal Interests

  • Traveling
  • Skiing
  • Personal Fitness
  • Cycling
  • Spending Time with Family

Team Members

  • Casey Shannon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(631) 447-0036

Fax

(855) 684-6657

Office Address

180 E Main St Suite 108
Patchogue, NY 11772opens in a new window

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