With over a decade in the financial services industry, Jerry provides knowledgeable guidance to help clients pursue their financial goals. He has expertise in comprehensive financial planning services and provides tailored strategies that address their objectives as well as their time horizon and tolerance for risk. Honest and sincere, Jerry enjoys helping others and fostering lasting relationships with the families and individuals we serve.
In addition to retail investment plans, Jerry is also proficient in the use of 401(k) and 403(b) plans, defined benefit (pension) plans, fringe benefit plans for key employees, SIMPLE and SEP IRA’s, and other opportunities such as profit sharing and Roth 401(k) plans.
Jerry began his professional career as an account executive with Carty & Company. He later joined Raymond James as a financial advisor, later joining Wells Fargo before returning to Raymond James in 2017. He is a graduate of Albany High School in Albany, Georgia.
An active member of his community, Jerry serves as treasurer for his community’s Neighborhood Watch and volunteers with a local soup kitchen. He enjoys fishing and watching sports in his spare time. A Memphis native, he has two sons, Andrew and Michael.