Jerry Black Email & Phone Number
Managing Principal @ Legacy Planning Advisors, LLC. - Atlanta
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Jerry Black Location
- Marietta, GA, US
Jerry Black Work
- 2018 -now Managing Principal @
- 2012 -now Registered Representative and Principal @
- 1990 -2017 Managing Principal - Legacy Planning Group, Inc. @
Jerry Black Education
- Georgia Institute of Technology
Bachelors (Business, Construction)
Jerry Black Skills
- Investment Advisory
- High Net Worth Individuals
- Estate Planning
- Retirement Planning
- Business Planning
- Personal Tax Planning
- Business Tax Planning
- Strategic Planning
- Wealth Management
- Portfolio Management
- Life Insurance
- Variable Annuities
- Long Term Care Insurance
- Philanthropy
- Charitable Gift Planning
- Charitable Trusts
- Charitable Remainder Trusts
- College Funding Strategies
- Alternative Investments
- Alternative Energy
- Real Estate Investment Consulting
- 401k
- Succession Planning
- Pensions
- Budget Process
- Wealth Accumulation Strategies
Jerry Black Summary
- Jerry Black, based in Marietta, GA, US, is currently a Managing Principal at Legacy Planning Advisors, LLC. - Atlanta. Jerry Black brings experience from previous roles at The Strategic Financial Alliance and Legacy Planning Advisors, LLC. - Atlanta. Jerry Black holds a Bachelors in Business, Construction @ Georgia Institute of Technology. With a robust skill set that includes Investment Advisory, High Net Worth Individuals, Estate Planning, Retirement Planning, Business Planning and more. Jerry Black has 2 emails and 2 mobile phone numbers on RocketReach.
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