About Jerry

My career in finance began in 1968 as a life insurance agent. In 1971, I obtained my securities license.  It is my desire to use mutual funds, stocks and bonds, variable annuities, managed accounts, life insurance and other financial products to help my clients meet their financial objectives and needs. 

I am a series 7 registered representative and registered investment advisor representative with Cambridge Investment Research.  I am licensed in the states of FL, KY, NC, PA, SC, VA for the sale of securities.  I have over 100 fee-based clients and over 700 other clients.

Family and church are very important to my life. My family includes my wife Agnes, two children, Jeff and Mel, and two grandsons whom I enjoy spending time with.  I am a Sunday school teacher at Arrowwood Baptist Church in Chesnee, SC. One of my favorite hobbies is golf.

DEGREES and LICENSES

  • Graduated from Boiling Springs High School, 1957 Boiling Springs, SC
  • Attended Spartanburg Methodist College, 1958 Spartanburg, SC
  • Chartered Life Underwriter Designation, 1973 American College, Bryn Mawr, Pa.
  • Masters Degree in Financial Services, American College, 1984 Bryn Mawr, Pa.

PROFESSIONAL AND PERSONAL ORGANIZATIONS

  • Member/Past President of the Spartanburg Underwriters Association
  • Member/Past President of the Spartanburg Chapter of Estate Planning Council
  • Member/Past President of the Western Carolina Chapter Society of Financial Service Professionals
  • Life Member of the Million Dollar Round Table*
  • Member of the International Association for Financial Planning

 

*"Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year.  Qualified individuals must pay a membership fee in order to participate.  Sales amounts are independently verified by the MDRT organization through certifying letters.  Qualification for the recognition is based on the amount of premium/commission dollars produced over the previous year.  This recognition is not representative of any investment performance or returns."