Client Focused Advisor
As Managing Director - Investments of the Brewster Snyder Private Wealth Management Group of Wells Fargo Advisors, Jerry focuses his time on high net worth families, business owners, and executives. He has spent over twenty-five years developing strategies for the affluent in areas such as investment management, philanthropy, concentrated equity management, legacy planning, and wealth management.
In February of 2019, Jerry was recognized as a 2019 Best in State Wealth Advisor by Forbes.
Jerry is focused on long-term relationships based on trust and a deep level of client focused service. With the group’s focus on a limited number of high net worth clients, Jerry is able to stay in contact with clients via personal, conprehensive wealth planning reviews, client education events and tailored investment insight. Additionally, the group works closely with clients’ legal and tax professionals to help ensure all aspects of a client’s wealth plan are in sync.
Prior to becoming an advisor 28 years ago, Jerry earned a Master of Business Administration degree from the University of Tampa. In addition, he attended the Investment Management Consultants Association Program at the University of Pennsylvania, Wharton School of Business, where he earned the designation of Certified Investment Management Analyst (CIMA).
· Masters of Business Administration/University of Tampa
· Bachelor of Arts in Speech Communication/University of South Florida
· Certified Investment Management Analyst
Personal/Community Life
An avid family man, reader, writer and quiet philanthropist, Jerry enjoys providing leadership and support to institutions, service organizations, and charities throughout the area. Jerry also previously served as an Adjunct Business Professor at Pasco-Hernando State College. In his free time, Jerry is a part-time preacher at the Trinity Church of Christ. He and his wife, Lisa, are proud parents of three children.
The Forbes Best-In-State Wealth Advisors ranking algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC,. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Wells Fargo Advisors is not a legal or tax advisor.