Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Insurance
  • Small Business
  • Estate Planning Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing

Education

  • BA Economics, Connecticut College, New London, CT

Previous experience

  • Morgan Stanley, Field Vice President, Financial Advisor, 2022-2025

Community participation

  • First Vice President, Greater Woodbury Chamber of Commerce
  • Board Member, Woodbury Old City Restoration Committee
  • Board Member, Gloucester County Historical Society
  • Finance Committee Member, Girl Scouts of Central and Southern New Jersey

Interests

Gerald lives in Woodbury, New Jersey with his beautiful wife, Jeannie, his rescue German Shepherd and five rescue cats.