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Jerry Gill,

CIMA®, CFP®, CLU®

Senior Vice President,

Firm Development,

M.J. Smith & Associates

Jerry Gill, CIMA®, CFP®, CLU®

Senior Vice President, Firm Development,

M.J. Smith & Associates

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303.768.0007 ext. 313

As the Senior Vice President for M.J. Smith and Associates, Jerry Gill is the coach and mentor to the advisory team, is a financial advisor, and oversees our client service model. Jerry joined M.J. Smith and Associates in 2012 as our Chief Operating Officer after a distinguished career in both the military and in financial services.

 

A former flyer with the U.S. Air Force, Jerry began his financial planning career with American Express in Atlanta, where he helped to build Dinkins, Gill and Associates, a comprehensive financial planning and asset management firm. His leadership roles for the company included serving as Field Vice President for the Denver, Colorado Springs and Salt Lake City offices. He later worked with Lincoln Financial Distributors, Wells Fargo Investments, and the Eastern North Carolina Regional Trust Office of First Citizens Bank.

 

In addition to more than 20 years of industry experience, Jerry holds a number of financial services licenses and credentials. He is a Certified Investment Management Analyst®, a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Life Underwriter®, and a Certified Divorce Financial AnalystTM. His licenses include the General Securities Representative (Series 7), the General Securities Principal (Series 24), and the Uniform Securities Agent State Law Examination (Series 63).

 

A Florida native, Jerry attended Florida State University, where he received a Bachelor of Science degree in finance. He also earned a Master’s degree in Public Administration from Troy State University, and attended the American Banking Association’s National Graduate Trust School.

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