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the personal side of Jo Ann
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Jo Ann Favia, AIF®, ChFC®, CLU®, RICP®
Partner, CWA Financial Advisor, RJFS

Jo Ann is known among her peers as an industry leader with more than 35 years of experience due to her unwavering dedication to clients, an underlying drive to serve others, and her integrity in leadership. Jo Ann joined our team in 2021 as a Partner of Crux Wealth Advisors. In addition to expanding our team to include Jo Ann and her group's expertise, the expansion also meant an exciting opportunity to increase Crux's footprint across the country and open our first office in Chicago, IL.

Jo Ann has led Favia Group since 2002 as the Founder and President of the successful practice that she built from the ground up after gaining 15 years of experience with other firms as a Registered Representative. From Favia Group’s inception, Jo Ann was heavily involved in every facet of her practice to ensure optimal efficiency and satisfaction from her clients. Now, with a full team to support the administrative responsibilities, trading, data entry, and product analysis, among many other duties, she can focus her time on her clients, strategizing with her team, and developing ideas to bring clients together through networking and events.

Her approach is meticulous with her team and clients. Jo Ann is organized, detail oriented, and she has a passion for helping others. From mentoring her staff to providing trusted guidance and support to her clients to attain their established goals, she considers educating others and fostering meaningful relationships critical responsibilities that she takes very seriously and enjoys most about her career. Clients frequently describe Jo Ann as bringing security to their lives through compassion, understanding, and intelligence. These steadfast characteristics define Jo Ann's commitment to her clients, her business, and the industry that she has dedicated her career, which started from a love of working with numbers. She has been a member of the Million Dollar Round Table for 31 years.

Jo Ann earned her Bachelor of Arts from the University of Colorado, Boulder in Commercial Recreation.

Jo Ann Favia

I recently moved to Florida after living in the Chicago area my entire life and building my career there. I'm so fortunate to work remotely with my team in Illinois while also exploring and enjoying my new home state with my significant other, Ralph. We have been by each other's side for more than ten years and have so much fun getting acquainted with the Florida lifestyle. I just recently started playing pickleball since that is a must-do here in the Sunshine State. We also love to go boating, play golf, go for bike rides, work out, travel, and keep active in our community.

My children have always been my top priority, and it has been a joy to watch them grow up and become successful in their careers. I couldn't be prouder of them. My daughter, Nikole, works for Deloitte and lives in Illinois with her husband, Christian, and my son, Michael, works for First Trust Portfolios in Los Angeles, California.

As I strive to make an impact not only on my family, clients and community, my greatest passion is to give back to those in need. My ultimate life goal is to deliver a curriculum to children and teenagers of financial acumen. The importance of understanding simple economics is crucial in life’s achievements. I have been so blessed in my life’s journey, I’m excited to share what I’ve learned with others.

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