Broker Check
Jo Thomson, CFP®

Jo Thomson, CFP®

Financial Advisor

Delberta (Jo) Thomson has been giving financial advice to clients for 30 years, she believes it is her role to act as a financial translator for her clients, breaking down complex financial concepts and projections into understandable information. This process allows her clients to make informed decisions about their finances and move forward with confidence.

Jo started her career as an investigative reporter for Fortune Magazine, then moved to a research position for Time Life Books. Jo’s background has allowed her to become a gifted writer and an excellent orator which her clients benefit from enormously. Though her past work may seem unrelated to her current role, she has identified three striking similarities between all of her careers which she believes defines her passion. 

In all three of her roles Jo has followed a similar three-step process. She starts her work with gathering detail and really understanding the issue at hand. Next, she works to arrange that information into a pattern, and finally, explains it to her audience in a way that they can truly understand. That process has served her well throughout her long career.

Jo works with individuals and families to help them pursue their financial goals. She also works with small businesses to help them design and manage their company retirement plans and navigate their responsibilities as plan trustees.

 

Jo’s professional credentials:

  • Certified Financial Planner™
  • Licensed for Life, Disability, and Health Insurance
  • Bachelors of Art in English and Literature from Smith College
  • Series 7 and 66 Securities Registrations

Getting to Know Jo ______________________________________________________________

Jo and her husband Ed split their time between their city residence in Alexandria and their farmhouse in Fredericksburg. Jo has a daughter, Liza, with whom she shares a passion for high fashion, they enjoy going on shopping trips together whenever they get the opportunity. Jo is an avid reader, on a rainy day you will find her curled up with a 16th century historical novel, she is especially interested in the drama and intrigue that surrounded Henry VIII's court.

 

 

 

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