John B. Whitley II (Jo-Be), CPA, CFP®
Tax Partner
Jo-Be joined MSA in 2014 after working in the investment industry for 10 years. His background provides him with a unique insight to the taxation of investment activities for individuals, trust, estates and pass-through entities.
NC CPA Certificate Number: 38318
CFP Certification Number: 144932
Experience:
- Joined Martin Starnes & Associates in 2014
- Promoted to Partner in 2026
Training and Education:
- Bachelor of Finance from Johnson & Wales University in Providence RI in 2002
- Master of Accountancy from University of North Carolina at Charlotte in 2013
- NC CPA in 2014
- Certification of Financial Planning in 2016
Professional and Community Activities:
- NCACPA and AICPA member
- Financial Planning Association member
Contact Jo-Be at 828-327-2727 or email info@martinstarnes.com
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