2006 -2011 Financial Advisor, Community Bankers Securities and Bank of the James Investment Group @ BOTJ Investment Group/Bank of the James
2000 -2006 Financial Specialist @ First Union/Wachovia Bank
1997 -2000 Sales Assistant @
1996 -1997 Fee system administrator @ Wheat First Securities
Gerald Dewitt Education
Virginia Polytechnic Institute and State University
Bachelor of Science (BS) (Marketing/Marketing Management, General)
1986-1991
Liberty High School
high school diploma (general)
1981-1986
Gerald Dewitt Skills
Income For Life
Series 63
Long Term Customer Relationships
Variable Life
Licensed Life Insurance
Fixed Annuities
Small Business Financial Management
Stock Management
Bonds
Stock Market
Retirement Planning
IRAs
Long Term Customer
Investments
Stockbroking
Certificates Of Deposit
Marketing for Small Business
Variable Annuities
Finance
Advertising
Financial Futures
Commitment to Customer Service
Marketing For Small
Roth IRA
Life Insurance
General Securities Registered Representative
Mutual Funds
Strategic Financial Planning
Securities
Investment Strategies
Stocks
Wealth Accumulation
Alternative Assets
Trusted Business Partner
General Securities
Licensed Life Insurance Agent
Unit Investment Trusts
Customer Service
Financial Analysis
High Yield Bonds
Series 7
Licensed Life And Health Insurance Agent
Protection
Protection Planning/family Security
Small Business
Committed to Customer Satisfaction
Traditional IRA
401k Rollovers
Investment Banking
Strategic Financial
Marketing Strategy
Services
Tax Advantaged Investment Strategies
Commitment To Customer
Licensed Life And Health
Small Business Marketing
Annuity Sales
529 Plans
Tax Free Income
Committed To Customer
Wealth Accumulation Strategies
Tax Advantaged
Gerald Dewitt Summary
Gerald Dewitt, based in Lynchburg, VA, US, is currently a Registered Representative and Owner at James River Investment Strategies LLC & Cabot Lodge Securities. Gerald Dewitt brings experience from previous roles at Allied Beacon Partners, INC, BOTJ Investment Group/Bank of the James, First Union/Wachovia Bank and First Union National Bank - Brokerage Services. Gerald Dewitt holds a 1986 - 1991 Bachelor of Science (BS) in Marketing/Marketing Management, General @ Virginia Polytechnic Institute and State University. With a robust skill set that includes Income For Life, Series 63, Long Term Customer Relationships, Variable Life, Licensed Life Insurance and more. Gerald Dewitt has 1 emails and 2 mobile phone numbers on RocketReach.
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