Jerry is one of our Financial Advisors at Walser Wealth. As a seasoned financial professional with a robust track record in the industry since 2017, starting his career at the Global Fortune 500 company known as equitable today, Jerry brings a wealth of expertise to the table. Holding key certifications, including the Series 7, 63, 65, and FL 2-15, he has honed his skills to navigate the intricacies of the financial landscape. He attended SUNY Buffalo State College where he focused on economics with a minor in finance. Jerry started investing in investment real estate shortly after his career began as a financial advisor as he learned early the ways to create not only wealth but generational wealth.

His passion lies in empowering clients to build and sustain a stress-free retirement. Jerry takes pride in offering truly unique solutions that align with individual financial goals and aspirations. Through a client-centric approach, he strives to demystify the complexities of financial planning, making it accessible and understandable for everyone.

With a commitment to excellence, he continuously stays abreast of industry trends and market dynamics, ensuring that his clients receive the most informed and strategic advice that aligns with their overall goals and objectives.

In his freetime, he loves to spend time with his family at home or if time allows it, he has a true passion for golf and sports in general.
“Join me on the journey to financial security, where together, we can turn aspirations into realities and build a foundation for a prosperous future.”