Jerry has more than 30 years of financial services experience, including 24 years of experience with UBS, who he joined as a result of the PaineWebber merger. Jerry’s industry experience includes roles as a financial advisor, a Branch Office Manager and a Regional Director. During his tenure at UBS, Jerry has developed deep knowledge of the field and the firm, helping him guide advisors to greater success. Further broadening his experience and knowledge of the industry, Jerry has directed UBS’s Leadership Management and Development Program, which enabled him to study the best practices that are used to support Financial Advisors. He also has presented at leadership seminars in the U.S., Zurich and London.
Jerry returned to Nashville in 2013 as Complex Director for the Tennessee Complex. Prior, Jerry served as Market Area Manager and Complex Director for Atlanta. Jerry graduated from Western Carolina University with a BSBA degree in marketing and economics. In 2000, Jerry won the prestigious Ed Connolly Leadership Award, which is given annually to UBS employees who exemplify outstanding leadership. He currently serves as a deacon at Woodmont Christian Church, on the Board of Directors for OZ Arts Nashville and Nashville Public Library Foundation. Jerry currently resides in Brentwood, TN with his family and enjoys running and reading.