Mary Jo Blackwood
Client Service Associate
Mary Jo Blackwood’s major roles within CarrThaxton Financial Group involve helping Scott and Greg prepare for reviews, setting up accounts in Morningstar and eMoney, and collecting and completing client paperwork. While her work frequently revolves around numbers and forms, she realizes it is truly driven by the people we serve. With this in mind, Mary Jo invests equal time into ensuring clients understand what’s happening in their plan and listening to what is occurring in their lives. Hearing them talk about a new member of the family, a recent vacation, or a dream retirement inspires her to contribute to each and every milestone ahead.