Professional Focus & Experience
Jo Ann Morgano specializes in retirement planning, wealth preservation, women’s financial strategies, investment management, financial planning for LGBTQ couples and families and protection planning. She is a Behavioral Financial Advisor (BFA™) and a Chartered Retirement Planning Counselor™ (CRPC™) with an MBA, bringing a thoughtful and strategic approach to helping clients achieve their financial goals. Jo Ann is relatable and brings a certain calmness to each of her clients because of her expertise and genuine personality. She is actively involved in professional associations, including the National Association of Women Business Owners and Beacon Networking for Life.
Community, Values & Life Beyond Work
Outside the office, Jo Ann loves exploring new cultures through travel and immersing herself in history at the world’s top museums. She enjoys the creativity of cooking without recipes, sharing meals, and entertaining friends and family. She is an active member in the Chaine Des Rotisseurs – Philadelphia Chapter. And most importantly, Jo Ann values connection and community and is in a leadership position at Impact100 of South Jersey and is a contributor to UNICO and Women, Words and Wisdom.
