Jerry Toney

WORK HISTORY

EDUCATION

SKILLS

ABOUT JERRY TONEY

National Bank of Commerce, Trust Officer and Financial Counselor- Administration and Implementation of Trust and Investment Present: Cadence Bank, Investment Officer- Advise and educate clients about appropriate investment needs and implement financial strategies to help them achieve financial goals2005-Present: Cadence Investment Services, Wealth Advisor, emphasis in working with high net worth individuals and institutions, analyzing investment allocations, estate plans, retirement plans, tax returns, and liability risk.Specialties: Financial Planning and Investment ManagementSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Insurance products are offered through LPL or its licensed affiliates. Cadence Bank and Cadence Investment Services are not registered as a broker dealer or investment advisor. Registered representatives of LPL offer products and services using Cadence Investment Services and may also be employees of Cadence Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cadence Bank or Cadence Investment Services. Securities and insurance offered through LPL or its affiliates are-Not Insured by FDIC or Any Other Government Agency-Not Bank Guaranteed -Not Bank Deposits or Obligations-May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AR, AZ, CO, DC, FL, GA, IL, IN, KY, LA, MA, ME, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI