Since 1987, Jerry and his experienced team of professionals (Please click here for team bios) have provided comprehensive wealth management strategies and solutions to many of New England’s successful privately held business owners, high net worth individuals, corporate executives, and their families. They review and integrate all facets of your planning and “chart” your financial future. Watch a short video on how they can simplify your life with the use of our Wealth Management Tool.
Areas of Experience:
- Comprehensive Wealth Management & Investment Planning
- Pre-Retirement Strategies, Retirement Income Planning and Financial Modeling
- Estate and Business Succession Planning
- Qualified Retirement Plans
- Deferred Compensation Planning for Key Employees
A graduate of Western New England University in Springfield, MA, Jerry earned a Bachelor of Science in Business Administration, Management. He is a CERTIFIED FINANCIAL PLANNER ™ professional, Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant® (ChFC®), and a Certified Fund Specialist® (CFS®).
As a CERTIFIED FINANCIAL PLANNER ™ professional, Jerry is held to the highest of standards and obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put clients interest ahead of their own at all times and to provide their financial planning services as a “fiduciary”- acting in the best interest of the client.
Jerry holds a FINRA General Securities registration (Series 7), as well as a FINRA series 65 registration for investment advisors.
Jerry has published numerous financial planning articles in several publications including the New England Real Estate Journal and the Metrowest Daily News. (Please click here to view Jerry’s articles)
Being active in numerous community and charitable organizations, he has served on the Advisory Board for the 200 Foundation, Inc. a non-profit corporation that provides aid to local Metrowest charities.
For over 25 years, Jerry has served as the Massachusetts Area Coordinator for Project Children. Project Children is an American-Irish Partnership that was started in 1975. This non-profit organization fosters tolerance between the Catholic and Protestant communities through travel abroad programs to the United States each summer for the children and young adults of Northern Ireland.
In 2003, the “Irish Open” Golf Tournament to benefit Project Children was founded and Jerry continues to serve as the Chairman of the tournament.
Jerry’s professional affiliations/ memberships include the Center for Fiduciary Studies , the Financial Services Institute, and the Financial Planning Association.
On a personal note, Jerry and his wife Meg, reside in North Framingham with their three children, Bridget, Maura and Patrick. Jerry is an avid golfer, sports enthusiast, coach, Spanish language student and enjoys performing with his Irish Band, “The Belfast Cowboys”.