Jo-Be Whitley Email & Phone Number
Tax Partner @ Martin Starnes & Associates, CPAs, P.A.
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Jo-Be Whitley Location
- Mooresville, NC, US
Jo-Be Whitley Work
- Tax Partner @ (January 2026 - Present)
- Senior Tax Manager @ (July 2022 - January 2026)
- Tax Manager @ (December 2013 - January 2026)
- Investment Advisor @ (June 2013 - December 2024)
- Service Escalation and Trading Specialist @ (August 2009 - June 2012)
- Independent Broker Assistant @ (February 2002 - January 2009)
Jo-Be Whitley Education
- University of North Carolina at Charlotte
Master's degree (Accounting)
2011-2013 - Johnson & Wales University
Bachelor of Science (BS) (Finance and Financial Management Services)
1998-2002
Jo-Be Whitley Skills
- Finra Series 7
- Finra Series 66
- NC Life Health Property and Casualty
- Personal Tax Planning
- Series 7
- FINRA
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Securities
- Investment Strategies
- Insurance
- Stocks
- Income Tax
- Tax Preparation
- Financial Accounting
- Retirement
- Financial Advisory
- Strategic Financial Planning
- High Net Worth Individuals
- Tax
- 401k
- CPA
- Financial Planning
- Investments
- Accounting
- Auditing
- Nonprofits
- U.S. Generally Accepted Accounting Principles (GAAP)
- International Tax
- Partnership Taxation
- ProSystem fx Tax
- Corporate Tax
- S Corporations
Jo-Be Whitley Summary
- Jo-Be Whitley, based in Mooresville, NC, US, is currently a Tax Partner at Martin Starnes & Associates, CPAs, P.A.. Jo-Be Whitley brings experience from previous roles at Martin Starnes & Associates, CPAs, P.A., HD Vest Financial Services and Merrill Edge. Jo-Be Whitley holds a 2011 - 2013 Master's degree in Accounting @ University of North Carolina at Charlotte. With a robust skill set that includes Finra Series 7, Finra Series 66, NC Life Health Property and Casualty, Personal Tax Planning, Series 7 and more. Jo-Be Whitley has 2 emails and 1 mobile phone numbers on RocketReach.
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