As a former practicing attorney, Jerry recognized a recurring challenge: families navigating estate and retirement planning often lacked a central, coordinated approach. Driven by a passion for fostering multigenerational relationships, he transitioned into financial advising to help families apply behavioral finance strategies that support the growth, preservation, and meaningful transfer of wealth to future generations.
Jerry specializes in bridging the gap between clients and their professional partners—attorneys, CPAs, and other advisors—ensuring that all aspects of a financial plan work in harmony. He finds fulfillment in building these networks and guiding clients not only in transferring wealth but also in crafting income investment strategies aligned with their lifelong goals.
He holds several respected designations, including Certified Financial Planner® professional; Certified Investment Management Analyst®, earned through The Wharton School and the Investments & Wealth Institute™; and Chartered Retirement Planning CounselorSM. Additionally, Jerry completed a certificate program in behavioral finance at the Harvard Kennedy School.
Jerry earned his bachelor’s degree with honors from St. Vincent College in Latrobe, Pennsylvania, and his juris doctorate from Duquesne University School of Law in Pittsburgh. He enjoys golf and traveling.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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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