The Power of Generational Wealth (ePub)

Growing up in Miami, FL with a father who was a financial planner and a mother who was an accountant, finance and numbers seemed to come easy to Gerald. At a very young age, Gerald began going on appointments with his father to see clients on the weekends not really understanding what was going on. As he got older, in high school and in college, he interned during the summers and really started to get a feel for the kind of impact financial professionals can make on the lives of their clients.
Prior to going the business, Gerald attended Hampton University, where he obtained his Bachelor's and Master's degree in Business Administration. After a brief stent in Corporate America Gerald decided it was time to pick up where he left off and join forces with his father again.
Being a product of the power of generational wealth, Gerald is enthusiastically embracing his father's legacy, while defining my very own. Gerald is committed to helping his clients reach their financial goals, working primarily with business owners, families and professionals. He believes in a full-service educational approach that includes financial strategies for asset accumulation, allocation and protection; as well as business, estate and retirement planning.
Gerald currently holds the FINRA Series 7 and 66 securities registration and is licensed to offer life and health insurance and annuities.
Gerald is currently involved with several organizations in the South Florida community. Gerald is a member of the 100 Black Men of South Florida and serves as a Co-Chair of the Executive Committee for LINC of the United Way of Miami-Dade.
In his free time Gerald enjoys traveling, sports, and spending time with his wife, Chanel, family and friends.

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