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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
