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portrait of Jerry Connot
FINANCIAL ADVISOR

Jerry Connot

AAMS™
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • College Savings
  • Charitable Giving

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • team member image
    Marcie Roth
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 03:30PM
Tue 07:30AM - 03:30PM
Wed 07:30AM - 03:30PM
Thu 07:30AM - 03:30PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

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