Jerry C. Thomas
- Role
- Investment and Insurance Consultant at Ancora Holdings Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Jerry C. Thomas
An intuitive and resourceful leader with experience in sales, marketing, technology…
Experience
Investment and Insurance Consultant
Apr 2023 — Present
Jerry partners with Ancora’s wealth advisors to assist clients in achieving their insurance planning strategy. As a CFP®, Jerry implements a comprehensive approach to insurance planning by incorporating the client’s overall financial and personal goals. Jerry specializes in life insurance, long-term care insurance, and disability insurance planning.
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