Jerry L. Roberts, CLU

Helping you keep more of what you work so hard for.

Trusted Advisor

As a wealth management and Insurance Advisor,

Jerry works with Business Owners, Professionals ,and their key employees to develop strategies in the areas of Risk Management and asset protection, business exit planning, personal and corporate tax reduction , estate and wealth transfer strategies.

Jerry has spent nearly 40 years in various leadership roles in the financial service field – including 18 years with New York Life Insurance Company where he served as a Managing Partner, Agency Vice President and Senior Vice President of New York Life Worldwide … 7 years as Marketing Vice President of Prudential … and over 10 years in private practice.

Through his experience, Jerry has developed a distinctive understanding of the relationship between the financial, legal and emotional issues as well as the family dynamics faced by successful families and family businesses in the context of their planning.

Jerry’s Specialties: Estate Planning, Advance Life and Disability Insurance Planning, Tax reduction Strategies, Exit and Succession Planning for Business Owners, Captive Insurance Companies, Company Owned Life Insurance Programs, Tax Free Income Strategies, Tax Efficient Exit Strategies for Qualified Retirement plans.


Don't Wait! Get In Touch.

If you are interested in working together, send Jerry an inquiry and he will get back to you as soon as he can!