Whether providing for retirement, securing the futures of children and grandchildren, or endowing a favorite charity, Jerry is dedicated to helping people celebrate achievements, make the most of hard-earned success and realize lifelong goals. He recognizes the importance of designing a personalized asset allocation for each client, staying the course through challenging times and ensuring that his clients truly understand every recommendation he makes. Over more than 35 years in the financial services industry, he has developed a talent for explaining complex financial concepts in straightforward terms.

Jerry began his financial career in 1971 as Martin Methodist College’s director of financial aid. He went on to serve as first vice president with The Union Bank in Pulaski, Tennessee, and as executive vice president of Bank of Putnam County in Cookeville, Tennessee. As president and CEO of Cumberland County Bank in Crossville, Tennessee, he managed the day-to-day operations of more than 50 employees and assets in excess of $50 million. Prior to joining Raymond James in 2008, Jerry spent more than 21 years with Morgan Keegan & Company focusing on corporate retirement planning and wealth management for small business owners and retirees.

After earning his Associate of Arts degree from Martin Methodist College, Jerry attended Middle Tennessee State University, graduating with a Bachelor of Science degree in mathematics in 1970 and a Master of Arts degree in economics, summa cum laude, in 1973. He continued his education in 1978, completing the course of study at Louisiana State University’s Graduate School of Banking of the South.

Jerry is an active member of the community, currently sitting on the finance committee of Bethlehem United Methodist Church. In the past, he has served as a trustee of Martin Methodist College, president of the Pulaski Rotary Club, president of the Cumberland Chapter of the Bank Administration Institute and member of the Cookeville Noonday Lions Club.

Jerry and his wife Nancy are native Tennesseans. Originally hailing from Pulaski, they now make their home in Franklin. When he isn’t enjoying time with his grandchildren or tending to the needs of the family’s century farm, Jerry enjoys reading, genealogy, and continuously expanding his computer and technology skills.

Believing that there are timeless principles that govern all of life, Barry is dedicated to using the principles of money and risk management in helping his clients achieve and maintain financial independence. He recognizes that each client is unique in what they want to accomplish in life and why they want to accomplish it and is therefore committed to assisting clients in putting plans in place to get them where they want to go.

After 15 years in healthcare sales and sales management with DuPont and Cardinal Healthcare, Barry began his financial career in the fall of 1998. Joining the Brentwood office of Raymond James Financial Services, he benefited greatly from the experience of his Father, a 50 year industry veteran, who opened the branch in 1988.

Desiring to assist clients with a holistic approach to achieving their long term goals, Barry began to prepare for the CERTIFIED FINANCIAL PLANNER^™ exam in May of 2007 and passed the examination in November of 2008. Becoming a CFP® professional has given Barry an increased level of confidence in working with his client’s other advisors on estate, insurance and tax planning.

A 1982 graduate of the University of Tennessee, Knoxville, Barry is a founding member of Fellowship Bible Church in Brentwood where he serves as an Elder and a 1st grade learning center teacher. In the past he has served as President of the Brentwood Early Risers Toastmasters, achieving the level of “Distinguished Toastmaster”, and has served on the board of Mobile Medical Disaster Relief.

Barry and his wife Melissa make their home in Brentwood, TN. In addition to being the parents of three grown children, he enjoys outdoor activities including hunting and golf; loves a good book, his wife’s cooking, spending time with friends and short term mission work where he has had the opportunity to travel to Peru several times.