Jerry Jarzabek
Wealth Management Director @ Robert W Baird with CFP
- Role
- Director at Baird
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Jerry Jarzabek
As a director and financial advisor at Robert W. Baird & Co, I help high net worth…
Experience
Director
Apr 2008 — Present · Cleveland/Akron, OH, US
The BCJC Group at Robert W. Baird is a wealth management practice that caters to high net worth individuals and families. Comprehensive planning includes portfolio/risk management, tax management, family protection/estate planning, & retirement cash flow analysis.
Education
Cleveland State University
Bachelor of Business Administration (BBA), Marketing
1989 — 1993
Skills
- Leadership
- Employee Benefits
- Mortgage Lending
- Strategic Planning
- Commercial Lending
- Financial Analysis
- Relationship Management
- Small Business
- Long-Term Care
- Personal Financial Planning
- Series 63
- Securities
- Estate Planning
- Portfolio Management
- Wealth Management
- Loans
- Iras
- Due Diligence
- Financial Services
- Management
- Retirement
- Strategic Financial Planning
- Finance
- Executive Management
- Investment Strategies
- Alternative Investments
- Fixed Annuities
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Tax
- Wealth Management Services
- Investment Management
- Retirement Planning
- Finra
- Valuation
- Series 7
- Mergers & Acquisitions
- Wealth
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