As a former practicing attorney, Jerry found that there rarely seemed to be a central connection point for families undergoing estate and retirement planning. With a passion for building generational relationships, Jerry wanted to begin helping families to utilize behavioral finance strategies to grow, preserve, and experience the beautiful gift of passing along wealth to future children and grandchildren.
Understanding how to coordinate the efforts of clients’ attorneys, CPAs, and other professional partners can be a complex and cumbersome process. Bridging these gaps and building networks make his vocation fulfilling. He assists clients in not only transferring wealth but also developing income investment strategies to match their lifetime goals.
Jerry holds the following professional designations: CERTIFIED FINANCIAL PLANNER™ professional; Certified Investment Management Analyst®, a designation attained through The Wharton School and the Investments & Wealth Institute™; and Chartered Retirement Planning CounselorSM. He also completed a certificate program in behavioral finance through the Harvard Kennedy School.
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, he resides in Cranberry Township and has 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™, and 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.
“We want to help make your retirement a time for looking forward with hope because you look back on your decisions with confidence.”