Jo Bennett

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 Jones in 2012 because I want to help successful business owners and families plan their retirement and help them live their best lives.

A graduate of Smith College, I hold a bachelor's degree in government. I am a board member and vice president of the Patchogue Chamber of Commerce, an active Rotarian and an involved parent in my kids' PTA and Cub Scout pack 177. Originally from Manila, Philippines, I have always had a unique perspective as a Filipino-American. Because of this, I have recently been appointed as the diversity and inclusion leader for our region, here at Edward Jones. Most recently, I've joined the recruiting team as the secondary growth leader.

I have lived in the Patchogue/Bellport area since the '70s. As a part of this community, I have a passion for helping others through my coffee club and educational seminars. I am currently the vice president of the Patchogue Chapter of Le Tip, a local referral group. However, my most gratifying, and sometimes challenging, role is that of a mother, business owner and wife. My husband, Donald Bennett Jr., and I have three children.

At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office so that we can help you and your family reach your long-term financial goals.