Barry Gerst

Co-Branch Manager
Investment Advisor Representative

Education

  • B.S. Financial Advising – 1985, Purdue University

Experience

  • Financial Advisor - White & Luff Financial Inc./Raymond James Financial- March 2008
  • Vice President UBS Financial- (formerly PaineWebber) 1988 to 2008
  • Financial Advisor - Edward D. Jones 1987 to 1988
  • Financial Advisor - Malone & Assoc. 1986 to 1987

Areas of Expertise

  • Portfolio optimization using stocks, bonds, annuities and mutual funds
  • Financial Planning, including insurance for estate planning
  • Technical and Fundamental research for individuals, families and small businesses

Organizations

  • Director, Santa Fe Centro Rotary Club
  • Director, El Castillo Retirement Residence
  • Resident of Santa Fe since 1987
  • FINRA Series 7, 9, 10, 63 and 65 licensed - Life/Health/Variable Annuity licensed