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Jo Moore

Advisor Image
Jo Moore
Financial Advisor
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Part of the Catalyst Wealth Group practice
About Jo Moore

With industry experience going back to 1996, I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.


When I'm not with clients, you'll most likely find me with my daughters, Elliana and Holly, who are more than half-way grown, and our boxer-mix Roxie. We enjoy serving with the Bayshore Christian Parent-Teacher-Faith Warriors group and the South Tampa Fellowship GO Team.

My qualifications
  • Bachelors of English, Ball State University
  • Series 7 - General Securities Representative
  • Series 65 - Investment Adviser Representative
My state licenses
  • Arizona
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Michigan
  • Nebraska
  • North Carolina
  • Pennsylvania
  • Virginia
  • Wisconsin

Insights

Donor-advised funds: Helping you help others
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you. ⬇️
Insight image
The choices you make during open enrollment can have a big impact on your financial goals for 2027 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
Top 7 charitable giving strategies: Maximizing tax benefits and impact
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Thrivent Action Teams image
Thrivent Action TeamsJan 1, 2026, 1:00 PM UTC - Jan 1, 2027, 1:00 AM UTC
Click link to get started | In Your Community
Supporting your community is easy with Thrivent Action Teams.   Apply to lead a fundraiser, educational event or service activity. Then, gather a team of volunteers to make an impact together. Thrivent provides seed money and a customized kit of resources to get you started. Your team provides the passion to bring it to life.  Once your project application is approved, you'll receive a package of customized resources and tools to kick-start your project. Boxes may include: A pennant banner. Thank-you cards, name tags and stickers. Thrivent Action Team T-shirts. A Community Impact Card with funds up to $250. Save time and increase impact with these digital tools included in your kit:  Digital thank-you notes to send after your event. A personalized project webpage to share with your community. Photo upload to collect and share photos. An RSVP feature to invite friends and family to volunteer alongside you.  No products will be sold. 
Creating a Comprehensive Strategy for Generosity and Stewardship with Chris Willard image
Creating a Comprehensive Strategy for Generosity and Stewardship with Chris WillardNov 5, 2026, 6:00 PM UTC
Zoom
Whether you are a large or small church, it is critically important that you develop a strategy to fully fund your ministry and disciple your people in the spiritual disciplines of generosity and stewardship. In this webinar, Chris Willard will give you the tools you need to create a plan that fits your church culture and style.Thursday, November 5, 20261:00 PM – 2:00 PM(UTC-06:00) Central Time (US and Canada)
View all events→
Office location
St. Petersburg Location
9600 Koger Blvd N Ste 206
St. Petersburg, FL 33702
Phone727-484-7483Hours

By appointment. Schedule yours here:


https://bit.ly/JoZoom2023

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations