Edward Jones-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 retail store and spent years in advertising sales in Manhattan. I came to Edward Jones in 2012 because I want to help individual investors work toward achieving their financial goals.
A graduate of Smith College, I hold a bachelor's degree in government. I am a board member and corresponding secretary of the Patchogue Chamber of Commerce. 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 specialist for our region, here at Edward Jones.
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 educational seminars. 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.