Jerry is a Managing Director – Wealth Management at Revere Securities. Jerry is a member of The Wool Group which was created to provide integrated strategies designed to help build, manage and preserve wealth. Drawing on over 20 years of financial experience, Jerry and The Wool Group help their clients define their needs, evaluate their goals, think ahead toward potential challenges, identify opportunities and formulate strategies in pursuit of their unique goals.
Prior to Morgan Stanley, Jerry was employed at Oppenheimer & Co as a Director of Investments where his focus was working side by side with clients both domestic and International to create individual investment solutions. Jerry is a graduate of Virginia Tech with a degree in Finance from the Pamplin College of Business. In his free time, he enjoys fly fishing and golfing. He currently resides in Long Island with his wife and children.
He currently maintains a series 7, 63, 65, and Life, Variable Health, Long Term Care Insurance license.