Clear Money Path

Experience the confidence of a clear financial path.

  • Login
    • Raymond James Login
    • TD Ameritrade Login
    • Black Diamond Login
  • Money Test™
  • Schedule a Conversation

Jo Ann Davidson

Jo Ann Davidson
Executive Administrative Assistant

Jo Ann brings a wealth of administrative experience and expertise to her position as Executive Administrative Assistant at Clear Money Path. She efficiently serves clients by providing timely, professional, and personable customer service.

Jo Ann joined the Clear Money Path team in July of 2015, and continually enhances our structure with her dedicated client focus. Jo Ann provides clarity in a complicated industry, and makes our clients’ lives easier from appointment scheduling, to investment rebalancing, to resolving questions quickly and to satisfaction.

Prior to joining Clear Money Path, Jo Ann was a stay-at-home mom and active volunteer with local community theatre, Summer Reading Program, and church camps. She was an inaugural member of the St James Library board, and she currently serves as the Treasurer for Days of Hope Ministries and the St. James Senior Citizen’s Corporation. She is also a skilled seamstress for the local theatre.

Jo Ann and her husband Joe have been happily married for twenty-four years. They have two wonderful sons and reside in St. James, Missouri with their spoiled pugs, Mo and Pete. In her spare time, she enjoys discovering treasures at garage sales and thrift stores, and enjoys making handcrafted items for her Etsy store.

 

joann@clearmoneypath.com

 

Get to know Jo Ann

Favorite Food: Chocolate

Favorite quote: “He has told you, O man, what is good; and what does the Lord require of you but to do justice, and to love kindness, and to walk humbly with your God?” Micah 6:8

Best piece of financial advice received: “Live debt-free.”

Favorite holiday: Thanksgiving

What motivates you: Deadlines

Place you’d most like to visit: “A tropical island in the winter – for the WHOLE winter.”

Something on your bucket list: “To finish all the remodeling projects on our house.”

Biggest accomplishment: “Homeschooling our two sons.”

Schedule A Conversation  

Meet Our Team  |  The Money Test  |  Schedule a Conversation  

Level Paths, LLC is an investment adviser registered with the State of Missouri. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Disclosure Documents: Form ADV Part 1A  FORM ADV PART 2A FORM ADV Part 2B  PRIVACY POLICY SAMPLE Financial Consulting Agreement SAMPLE Investment Management Agreement