Gerry is a Sr. Financial Planner at Facet and a CERTIFIED FINANCIAL PLANNER™️ Professional with over 20 years of experience in the financial services industry. Prior to Facet, Gerry held advisor roles at PwC and Fidelity committed to helping individuals and families create clear, personalized strategies for financial freedom.
Gerry is a Boston native and currently lives in Ponte Vedra Beach, FL
Education: Southern New Hampshire University (BS) and UMASS Amherst (BS)
Follow Gerry
Golfing with my nephew – Quintero
Go Jags!
I get lucky once in a while
Dinner in Boston with Jackie
Health and Fitness
The next one
Volunteer at hospice or nursing home
Italy – wine tours