Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPS® Chartered Retirement Plans Specialist℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant

Education

  • Bachelor of Science in Accounting, Troy University, Troy, AL 1975

Interests

Originally from Prattville, Alabama, Jerry moved to Troy in 1972 to attend Troy University, from which he graduated with a degree in accounting. He and his wife settled in Troy to rear their two children, both of whom are now grown and married. Jerry’s favorite pastime is spending time with his grandsons, Andrew, Mason, and Sean.

Professional associations

  • American Institute of Certified Public Accountants
  • Financial Planning Association
  • Personal Financial Planning Division of the AICPA
  • Alabama Society of Certified Public Accountants

Previous experience

  • LPL Financial Services LLC, Financial Advisor, 2007-2017
  • Gibson & Carden CPA, Accountant, 1980-2016
  • Raymond James Financial Services Inc., Financial Advisor, 2004-2007
  • Lincoln Financial Distributors, Financial Advisor, 2001-2004
  • H.D. Vest Investment Securities Inc., Financial Advisor, 1997-2001