My purpose as a financial advisor is to help you have the means and support necessary to live life on your own terms.
Prior to joining Edward Jones in 2017, my career was in manufacturing management. As a quality assurance manager, and then a manufacturing operations manager, attention to detail and interpersonal skills were of paramount importance. I enjoyed the analytical component, but also appreciated the opportunity to work with many wonderful and unique people. I accepted a position with Edward Jones because it allowed me to continue doing both, while giving me the opportunity to have a greater impact on the financial lives of those in my community. Throughout my career and personal life, I have built a reputation true to my values of honesty, empathy, hard work and respect for others.
I serve individuals who are serious about achieving their financial goals, and who prefer a personal, more holistic approach. I work primarily with people in retirement or near retirement, young professionals, business owners and small businesses.
It all starts with a friendly conversation. Before I provide any recommendations, I want to understand what matters most to you and your family, and to understand your goals and vision of retirement. I focus on personal service and maintaining a long-term partnership to help keep you on track. We will discuss how our disciplined investment approach is centered around you and built from quality investments. My goal is for you to feel understood and comfortable with the strategy we create and maintain together.
I have always lived in the beautiful Hudson Valley. I am a music and sports fan, and have enjoyed spending many seasons coaching at local little league fields. My wife, Carla, and I have three children; Paul, Brittany and Kira, and our twin grandchildren are keeping us young!
My Personal Interests
Office Address1508 Route 9w Ste 3
Marlboro, NY 12542
Phone NumberJerry Terwilleger Jr at (845) 317-0083
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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