Business Philosophy:
I believe every individual; every family has their own personal life's journey. I am passionate about taking a holistic approach to getting to know my clients and helping them navigate their current and long-term financial needs.
Background:
Gerri has a long history of working in the financial industry. Most of her career was spent on a multimillion-dollar fixed income trading desk as a corporate bond broker. After retiring in 2019 she took her knowledge and passion for the care of others and worked as an agent with Bankers Life and CNO Financial concentrating in asset protection, life insurance, long term care and Medicare. Her genuine understanding of the complexities of planning for individuals and families both just starting out and into the retirement years guides her focus to concentrate on planning for a secure financial future. One distinct area of her work is the concern she has regarding the special needs of women, who often take care of others before themselves.
Gerri recently joined Equity Wealth Solutions to be part of a team of intelligent, caring individuals with a strong background in finance and planning. She brings with her a compilation of both work and life experience in addition to extensive work with children's pediatric cancer charities. Her goal is to help her clients navigate the joys and difficulties of life while accumulating wealth along with the protection of assets.
Gerri is the proud mother of two successful adult children spending her most cherished time with family and friends at the beach in Cape May, N.J. She is an avid gardener and enjoys a good book, swimming, and biking.
Gerri holds FINRA Series 7, and 63 registrations; Life, health and long-term care insurance licenses and is currently serving clients in N.J.