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Jo Ann R
Series 65
Sun City, AZ
FSG Financial Services, Inc.
Jo Ann Regan is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding a Series 65 credential and eight years of industry experience. She has held leadership roles at affiliated firms including FSG Tax Advisors, Inc. and Financial Security Group of AZ, Inc., where she serves as president and insurance agent. Regan is also involved in tax preparation and resolution services through FSG Tax Advisors. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, tailoring strategies to client objectives, time horizons, and risk tolerances. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and operates with delegated discretion, conducting periodic account reviews and offering educational seminars.
Dewey G
Series 65
Sun City, AZ
FSG Financial Services, Inc.
Dewey Gough is a financial advisor at FSG Financial Services, Inc. with a Series 65 credential and three years of industry experience. He has been with FSG Financial Services since 2022 and is also involved with Financial Security Group of AZ, Inc., where he serves as an Administrative Manager. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, using a range of analytical approaches tailored to clients’ objectives and risk tolerance. The firm also conducts public educational seminars and manages accounts with delegated discretion, including the use of sub-advisors.
Gerald B
Series 65, Series 63
Sun City, AZ
FSG Financial Services, Inc.
Gerald Barnes is a financial advisor with FSG Financial Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining FSG in 2018, he worked at Client One Securities LLC and OnPointe Advisory and Financial Services LLC. Barnes also serves as an insurance agent with Financial Security Group of AZ, Inc., selling fixed and index annuities. FSG Financial Services, Inc. provides discretionary asset management and advisory services to both high-net-worth and non-HNW individual investors. The firm manages approximately $52 million across about 163 clients, using a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies.
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