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Financial Consultant
Pittsburgh, PA
412-562-8125
Email
As a Financial Consultant, Jerry offers his clients
a full range of investment products and services to individuals and businesses
including stocks and bonds, mutual funds, IRAs, annuities, CDs, portfolio
management, financial planning, retirement planning, estate planning,
and more. Jerry joined the firm because of its 100 year history,
dedication to its clients, full service capabilities and the wide variety
of investment options that are available.
Jerry specializes in retirement planning solutions for companies and individuals.
Along with the help of Janney Montgomery Scott LLC’s retirement planning specialists,
Jerry can establish and maintain retirement investment plans, including
Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s and other
pension and profit sharing plans. In addition he is capable of handling
IRA rollovers and lump sum distributions.
Jerry’s philosophy focuses on developing a personal relationship
with his clients which allows him to fully understand their needs and
goals. He works with each individual client to first assess their financial
situation and identify both short and long-term goals. He also consults,
as necessary, with Janney's Planning Specialists to determine
appropriate investment strategies and to formulate plans to reach the
established goals. Jerry continually monitors a client’s portfolio
to be sure it adheres to an individual client’s risk tolerance and
reflects changes in financial situations that relate to the client goals.
Office:
Pittsburgh , PA
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, financial planning, retirement
planning, estate planning.
Personal:
Prior to joining the firm, Jerry was a financial consultant for Tiche
Capital Strategies. Jerry graduated from Brownsville High School and attended
the Pennsylvania State University. He currently resides in Shadyside.
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Gerald
L. Barkley