Jerry Ponzio, Financial Advisor located in Frisco, TX

Financial Advisor
Jerry Ponzio

MBA, CFP®, CEPA®
9191 Kyser Way Suite 100, Frisco, TX 75033opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Pickleball
  • Home Improvement
  • Hunting

Team Members

  • Daniella Marchetta
    Registered Branch Associate
    AAMS®, FPQP®
  • Amanda Woolridge
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(972) 335-5101

Fax

(866) 718-8789

Office Address

9191 Kyser Way Suite 100
Frisco, TX 75033opens in a new window

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