Broker Check
 
Jo Ann E. Favia, CLU, ChFC, AIF®

Jo Ann E. Favia, CLU, ChFC, AIF®

President

Jo Ann personifies the collective ideals and values that have driven Favia Group to success. Her deeply held convictions of honesty and integrity are the foundation of the firm’s culture. A connector of people, Jo Ann places a premium on relational equity, going above and beyond the call of duty for every client. She works diligently with business owners and individuals to develop strategic, long-term financial plans and facilitates an ongoing dialogue to help clients understand options and the implications of the changing investment environment.

Jo Ann has proven her excellence with her success over the last 30 years as an industry leader. Under her capable leadership Favia Group has continued to grow. She frequently speaks at a variety of financial events as an educator, and holds several distinguishing designations including Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Investment Fiduciary. She is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Jo Ann has earned achievement for 28 years to the Million Dollar Round Table (MDRT), a prestigious organization recognized internationally as the standard of excellence in the life and financial services industry. Less than 1% of financial advisors meet the requirements to qualify as Top of the Table, which Jo Ann is an accomplished member of.

Outside of the office, Jo Ann enjoys spending time with her two children, Nikole and Michael. True to her giving personality she is invested in the greater Chicago community and regularly organizes and participates in charity events from blood drives to service projects. She also enjoys being in the great outdoors, boating, and travel.