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Our Investment Management Team

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Trusted Advice, Effective Solutions For Your Most Important Financial Matters

Jo Henson profile pictureJo Henson has over 22 years of financial services experience. A Lake County resident for most of her life, Jo began her career as a financial advisor in 1996. Her experience and expertise grew through mergers with many of the industry’s regional and national firms including A. G. Edwards, Wachovia Securities and Wells Fargo Advisors. She is a graduate of Lake Sumter State College and the University of Central Florida, where she earned a bachelor’s degree in Business Administration. In 2006, Jo earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner. 

As a CERTIFIED FINANCIAL PLANNER™ for USB Financial Services, Jo takes personal responsibility for the trust her clients instill in her and seeks to provide them with comprehensive planning for their specific financial goals. With a talent for breaking down complex financial strategies in a way that is easy for clients to comprehend, Jo’s experience includes retirement planning, college savings investing, succession planning, life insurance, legacy planning, and group retirement plans. Call us today at 352-483-5888

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. United Southern Bank and USB Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using USB Financial Services and may also be employees of United Southern Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Southern Bank or USB Financial Services.

Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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We have broad investment expertise in managing diversified portfolios and recommending direct investments, where appropriate.
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If you wish to leave behind a lasting legacy, you need to put a well-thought-out Estate Plan in place, so your legacy is established in accordance with your wishes. 

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Our Investment Planning service is based on these simple facts: Market timing doesn’t work! Creating and preserving wealth needs diversification!