Jerry Moore – Tower Wealth Advisors. Late-Stage College Planning

Jerry Moore, CIMA®

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.

Advanced Education:
  • 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.

Non-professional activities: Participating and serving in various community and church related roles, some of which include providing basic financial literacy classes to those in need.
Securities offered through United Planners Financial services, member FINRA/SIPC. Advisory services through Bradford Financial Center. United Planners, Bradford Financial, and Tower Wealth are not affiliated.

Visit the Jerry Moore – Tower Wealth Advisors. Late-Stage College Planning website

205 Powell Place, Suite 227 Brentwood TN MAP