Jerry is the director of comprehensive planning at Hamilton Wealth. He received his degree in finance from the University of South Florida and began his career at Merrill Lynch. To fully address our clients’ growing concerns pertaining to longevity (outliving their money) Jerry attained the CERTIFIED FINANCIAL PLANNER (CFP) certification, the most recognized planning credentials in our industry. Jerry develops goals based, personalized financial plans, utilizing his expertise in asset management, insurance, retirement income planning, long term care, education funding, philanthropy and wealth transfer. Out of the office Jerry enjoys running and spendi