About Jerry
Jerry Slone strives to provide value to clients through his keen attention to detail. As a portfolio trading strategist, 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 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.
Jerry Slone strives to provide value to clients through his keen attention to detail. As a portfolio trading strategist, 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 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.