Associate Wealth Advisor
Jerry Slone strives to provide value to clients through his keen attention to detail. As an associate wealth advisor, he taps into that skill regularly to ensure clients’ wealth management plans and portfolios are on track to support their goals for the future. Jerry works with a team of wealth advisors to develop comprehensive plans for clients that lay out a path that considers their distinct wishes and needs.
Before joining Buckingham Strategic Wealth in 2018, he served as a portfolio manager at Arnett Carbis Toothman Wealth Advisors. Jerry has more than 12 years of experience in financial services, and he earned a Bachelor of Arts degree and an MBA from Marshall University.
An avid reader, Jerry admits that when he doesn’t have a portfolio in his hands, he has a book in them. He enjoys books that range from science to philosophy and even credits his love of those subjects with sparking his interest in a career in wealth management.