11/16/2019
Here are the facts about five common Medicare myths: https://go.rjf.com/353kGwZ .
A sophisticated approach to wealth management. As the managing director at Alex. Jerry has always had an interest in the market and truly enjoys helping people.
Brown | Raymond James, in Atlanta, Jerry offers his clients lending solutions, 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. His career in investment management allows him to help his clients maximize returns with minimal risk. This registered CFP has
11/16/2019
Here are the facts about five common Medicare myths: https://go.rjf.com/353kGwZ .
09/19/2019
Be sure to get your tax planning ducks in a row. Here are some year end things to consider discussing with your tax professional: https://go.rjf.com/2ArdEVv .
529 accounts can be used to fund some expenses when studying abroad, but there are two main considerations to keep in mind. Click here to learn more. https://go.rjf.com/2NESxqt .
08/02/2019
4G technology provides us with broadband Internet at our fingertips. If you didn't think your smartphone could become even more advanced, click to learn what doors 5G mobile technology will open: https://go.rjf.com/2LN69jE .
07/22/2019
Here are some planning and communication tips for you and your family to adopt when discussing preserving your wealth. Start the conversation today: https://go.rjf.com/2JQDYwt .
07/16/2019
The June Jobs Report numbers are in!
07/15/2019
The U.S trade tensions with China have become a key theme of the Trump presidency. Politically securing a deal in the short term presents advantages for both sides, but opportunity for miscalculation is heightened in the long term. https://go.rjf.com/2XmJAbv .
06/27/2019
Thinking about buying a boat? Here are some factors to consider before setting sail: https://go.rjf.com/2X1pOlH .
06/13/2019
The May Jobs Report numbers are in!
06/10/2019
"An estimated $3 billion to $30 billion in elder financial fraud occurs each year." Following these simple steps can help protect your loved ones. https://go.rjf.com/2WmrVvf .
06/03/2019
Here are three key reasons why you may want to consider a generation-skipping transfer trust: https://go.rjf.com/2WeXTyu
05/20/2019
Did you know that approximately 70% of family wealth disappears when distributed across multiple generations? Preserving your wealth can be challenging but it is achievable. Learn more: https://go.rjf.com/2YoH5BE .
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