Jerry Gill, CFP®, CLU®
Senior Wealth Advisor
Jerry Gill is a senior wealth advisor with Mariner Wealth Advisors and works out of our Denver, Colorado, and Phoenix, Arizona, offices. Jerry uses a holistic approach to develop and implement financial plans to help his clients protect and grow their assets while living, transfer their wealth and manage income during retirement.
Jerry has experience working with CBIZ Wealth Management, American Express Financial Advisors and the Eastern North Carolina Regional Trust Office of First Citizens Bank.
Jerry holds a bachelor’s degree in finance from Florida State University and has a master’s degree from Troy State University. He earned the Certified Financial Planner (CFP®) designation in 1992. Jerry also earned the Certified Investment Management Analyst, Certified Investment Management Consultant, Chartered Life Underwriter, and Certified Trust and Financial Advisor designations. He is a 2008 graduate of the American Banking Association’s National Graduate Trust School. Jerry is a past member of the Financial Planning Association of Atlanta and the Eastern Carolina Estate Planning Association. He has also provided leadership development training to several non-profit organizations.