Diversified Investment Solutions. LLC was established in 2008 by JoAnna Swope, an investment executive with over 25 years of trust and investment experience. Jo Anna has been licensed in the investment business since 1997, then earned her Certified Trust and Financial Advisor (CTFA) designation in 2002. She is able utilize her trust management experience in many aspects of her financial services business. Diversified Investment Solutions provides quality planning and thoughtful advice with a focus on each client’s financial picture.
Recognizing the importance of well-informed investors, Jo Anna makes every effort to educate all of her clients about the complexities of investing, while encouraging reasonable expectations of investment results. Jo Anna is dedicated to the success of her clients through individual planning and thoughtful advice, always putting the client FIRST.
Jo Anna has been nominated 3 years in a row, 2016, 2017, & 2018, as a 50 to Follow Women Owned Business by PA Business Central. This honor is given to women owned businesses, both large and small, across 23 counties and spotlights women who have taken a leading role in business and their community. As a true reflection of her presence in Huntingdon County, Jo Anna was named “Best Financial Advisor by the Reader’s Choice Awards in the local hometown newspaper, The Daily News, also three years in a row, 2016, 2017, & 2018! Jo Anna supports her community as a Board member of the Huntingdon County United Way, a member of the Huntingdon County Chamber of Commerce, and supports local youth by participating in the Newspapers in Education Program (NIE) and serves as a Board member of Junior Achievement of Western PA and a classroom volunteer teaching Personal Finance to high school students.