Southern Point Investment Partners, LLC proudly welcomes Jo Pate to our team.

Jo became a member of Southern Point Investment Partners on July 8, 2019. Jo brings over 25 years of experience to the table along with a variety of skills she can utilize to assist her clients develop their financial plan as well as manage wealth. Jo enjoys spending her time cultivating relationships with her clients, which she believes is essential in the financial planning process. As a member of Southern Point Investment Partners, Jo will be able to assist clients develop and execute their financial plan while providing guidance along the way. When Jo is out of the office, she enjoys spending time with her family, which includes her two daughters and four grandchildren. She also enjoys maintaining a healthy lifestyle and meeting new people in her free time. Jo looks forward to utilizing her wealth management skills to assist her clients here at Southern Point Investment Partners.

Co-CEO Jared McGahee, CFP said “We are very excited to welcome Jo to Southern Point. She brings a wealth of knowledge and experience to our firm.” With over ninety years of combined market experience, Southern Point Investment Partners has been serving South Georgia and North Florida for three years and look forward to growing more in the future.