Jerry joined Merrill Lynch Wealth Management in 2004.  As a Senior Vice President and Senior Financial Advisor, his primary focus is to understand each client's retirement and long-term financial needs in order to help provide a clear path from which they can make life long financial decisions with confidence.   He takes a holistic and comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure that every strategy is grounded in understanding what each client wants to achieve. 

Jerry is a graduate of the University of Massachusetts with a Bachelors of Science degree in Economics.  Jerry resides in Norwell, MA with his wife Rachel and their daughters Olivia and Chloe.