Investment Executive

Registered Investment Advisor Agent



Jerry is a financial advisor and CERTIFIED FINANCIAL PLANNER professional with over 40 years of experience in the financial services industry. His CFP® designation means that he has fulfilled the certification and renewal requirements of the CFP Board.

He has been with Raymond James Financial Services since 1995. Prior to that he was a vice president with Merrill Lynch and a senior vice president, investments at Shearson Lehman American Express and Smith Barney. Jerry is also a licensed insurance producer.

Jerry's expertise includes Financial Planning, Research, Retirement Planning for individuals and businesses, College Savings Plans, Insurance and Annuities.

Jerry graduated from Babson Institute with a BS in Finance.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.