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Our financial advice team


Gerald Barlow, Financial Advisor serving the New Hope, PA area - Ameriprise Advisors

Gerald Barlow

CPA, APMA

Financial Advisor

Penn Wealth Planning
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 13 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 66

Education

  • Bachelor of Business Administration, Accounting, Fox School of Business at Temple University 2010

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Jerry resides in Richboro, PA with his wife, Samantha, their two daughters, Savannah and Skylar and son, Bryce. He enjoys boating and fishing as well as cheering on his Alma-mater.