Executive Vice President and Director of Advisor Experience
Jerry joined Summit as an Executive Vice President and Director of Advisor Experience and brings with him over 30 years as a Financial Advisor, Sr. Management, Business Development and Recruiting experience in the independent broker-dealer and financial services industry.
As Summit Financial Networks Director Advisor Experience, Jerry is responsible for supporting and consulting our advisors and their individual business practices around succession plans, practice acquisitions and overall growth opportunities.
Jerry currently holds FINRA Series 7, 24, 63, and 65 licenses.
Outside the office, Jerry enjoys spending most of his free time with his wife of 46 years enjoying the SC mountains, trying new wines and boating with friends and family.