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Planning for Wealth, LLC

Planning for Wealth, LLC

Fee Only Wealth Management firm in Louisiana

  • Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
    • Schwab Login
    • Financial Dashboard Login

Jo Ann Pickering

Jo Ann Pickering Headshot

Jo Ann Pickering

Retirement Plan Consultant

Jo Ann joined the firm in 1998 to assist in building the Plan Administration and Retirement Planning area after having served 18 years as Vice President & Trust Officer at two local banks. She is responsible for marketing, plan design, compliance, disclosure and reporting for individuals and companies in the retirement plan area. She was instrumental in forming Planning for Wealth, LLC in 1999 and remains active as portfolio manager with responsibility for investment monitoring for performance, risk and diversification.

Jo Ann and her husband, Paul, live in West Monroe. They have a son and daughter-in law also in West Monroe and a daughter and son-in-law residing in Hot Springs, Arkansas. To round out this family, there are five grandchildren. Jo Ann is active in her church as Youth Sunday School Teacher, Handbell Director, Finance Committee Member and sings in the Sanctuary Choir.

Education:

  • El Dorado (Arkansas), Class of 1969
  • BSE Math with teaching degree in Music, 1970 State College of Arkansas (University of Central Arkansas)
  • Employee Benefits Graduate School (University of Notre Dame), 1990
  • Cannon Financial Institute, 1992

Certifications:

  • Louisiana Notary Public commissioned in 1984
  • Holds Series 65 Securities License

Other Memberships:

  • Pilot Club of the Twin Cities
  • McClendon Baptist Church West Monroe

Offices:

  • Governor-Elect for the Louisiana District of Pilot International
  • Co-Director of Miss Taste of the Twin Cities and Miss Heart of Pilot Pageants (both are preliminary to Miss Louisiana Pageant)

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1900 Roselawn Avenue
Monroe, LA 71201

383 Highlandia Drive
Baton Rouge, LA 70810

Monroe: 318-340-0324
Baton Rouge: 225-938-0608
info@pfwllc.com

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Who We Are

  • Meet Our Team
  • Our Sister Company

What We Do

  • Financial Planning
  • Investment Management

Educational Resources

  • Financial Calculators
  • Helpful Links

© 2023 Planning for Wealth
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