As a managing director at Alex. Brown, a division of Raymond James, in Atlanta, Jerry offers his clients financial, retirement and estate planning. Prior to joining Deutsche Bank in 1999, Jerry held roles as vice president and client advisor at Lehman Brothers and client advisor at Kidder Peabody.

Jerry has always had an interest in the market and truly enjoys helping people. His career in investment management allows him to help his clients maximize returns with minimal risk. This CFP® professional has over 25 years of financial planning experience including investment advisory to institutions, corporations and private banking to individuals.  

Jerry completed the SIA's Securities Institute Program at the Wharton School. He holds a B.S.B.A. in finance from Ohio State University and is originally from Cincinnati, Ohio. Today, Jerry calls Peachtree Corners, Georgia his home. He and his wife, Kim, are proud parents to Elizabeth, Charlotte, and Parker. Jerry has a lust for life! When not in the office, he can be found golfing, attending sporting events, boating and running. He especially loves taking family vacations and spending time at Lake Oconee. He has served on the Deutsche Bank client advisor executive committee and is an active member of the Christ Church Episcopal.