With a passion for providing estate and retirement planning, Jerry enjoys helping clients develop an income strategy in addition to preserving and passing along wealth to their families. It’s generational relationships like these that make his work fulfilling and his efforts all the more worthwhile. Though he no longer provides legal advice, his experience and knowledge as a former practicing attorney provides additional insight into the ins and outs of coordinating efforts with clients’ attorneys.
Jerry is particularly interested in helping clients make better financial decisions through the understanding of behavioral finance. He is also a frequent seminar speaker and the co-author of the book “Replacing Your Paycheck: Strategies to Grow Your Savings, Generate Income, and Preserve Your Retirement Assets.”
Jerry is a Certified Financial Planner™ professional, having completed the arduous CFP® certification process. He must also meet ongoing certification renewal requirements, and is held to rigorous ethical standards. As a Certified Investment Management Analyst®, a designation attained through The Wharton School and the Investment Management Consultants Association, he understands the financial complexities and risks that come with being in a high tax bracket, is well-versed in modern concepts of investment advice, and understands how individual investments work together. He is also a Chartered Retirement Planning CounselorSM. To achieve this designation, considered the nation’s premier retirement planning credential, Jerry demonstrated in-depth knowledge of the needs individuals face both before and after retirement – knowledge he uses today in helping clients plan for the future.
After earning a bachelor’s degree (with honors) from St. Vincent College in Latrobe, Pennsylvania, Jerry went on to receive his juris doctorate from Duquesne University School of Law in Pittsburgh. Today, Jerry and his wife Jen reside in Cranberry Township and share a passion for golf and travel.
Raymond James is not affiliated with any of the organizations listed above. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
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