Jerry Huggett
Retirement Benefits Specialist, Tax Sheltered Plans - Equitable Advisors
- Role
- Financial Advisor at Equitable Advisors
- Location
- Waukesha, WI, US
- LinkedIn followers
- 500 followers
About Jerry Huggett
Jerry Huggett joined the firm in 1992 and has helped grow and manage the Retirement Benefits Group. He works with individuals and business, but his primary focus is to provide financial education to help meet the retirement needs of those who serve and build our communities. Specifically: educators and staff of public schools, colleges, universities, hospitals, municipal workers, and employees of nonprofit organizations. His personalized approach helps clients chart a course towards financial success, giving them the information and some level of confidence, they need to help create the retirement of their dreams. Jerry has received the Equitable Advisors National Leaders Corp (NLC) and the President’s Cabinet awards. In Jerry received the Equitable Advisors District Leadership Award. Jerry attended the University of Wisconsin – Madison where he received his bachelor’s degree in Economics and Political Science. He holds his WI Accident & Health, Life and Variable license, along with the FINRA series 6,7,24,26,63 and 65 registrations. Jerry also played for the Badger’s football team for five years.Jerry and his wife live in Waukesha with their two children. He continues to be active in athletics and various charities within his community.
Experience
Financial Advisor
Jan 2020 — Present · Milwaukee, WI, US
Education
University of Wisconsin-Madison
Economics and Political Science
1987 — 1991
Skills
- Iras
- Wealth Accumulation
- Financial Needs Analysis
- Retirement Planning
- Insurance
- Annuities
- Client Education
- 403bs
- 401ks
- Tax-Deferred Investment Planning
- Mutual Funds
- 529 Plans
- Employee Benefits
- Long-Term Care
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