A team approach
Our people collaborate to deliver highly personalized service to you.
CFP®, MS
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
CFP®
Wealth Advisor
Wealth Advisor
CFP®, FRM
Wealth Advisor
Wealth Advisor
CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
As an Analyst, Jerry is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their goals. Jerry is from Hyde Park, New York, and attended Alfred State College where he earned a BBA in Financial Planning. Prior to joining RegentAtlantic, he has worked at Merrill Lynch and Ameriprise Financial. Jerry earned the CERTIFIED FINANCIAL PLANNER™ certification in June of 2014. He lives in Rockaway, NJ, and enjoys traveling, camping, and Notre Dame Football.
