Jerry Moore – Tower Wealth Advisors. Late-Stage College Planning
With over 20 years in the financial services industry, Jerry’s focus is simple: Providing the information, analysis, and education necessary to help his clients make smarter decisions with their resources. He is not focused on pushing financial products.
A native of Virginia, he completed his Bachelor of Science in Business Administration degree at Old Dominion University.
- CERTIFIED FINANCIAL PLANNER ™ Professional: The American College.
- Certified Investment Management Analyst (CIMA®) designation: The Wharton School at the University of Pennsylvania in conjunction with the Investment Management Consultants Association.
- Course instructor for CERTIFIED FINANCIAL PLANNER ™ Certificate Program, Belmont University Center for Executive Education.
Professional activities: Financial Planning Association of Middle Tennessee. Past board member, President, and Chairman of the Board.