The Critical Importance of Financial Planning
Jerry takes a holistic approach stressing the critical importance of financial planning in his clients' goals. This encompasses more than investing, but rather every aspect of his clients' lives, from early childhood to estate planning. With over three decades of experience guiding families and businesses through turbulent times, he has the knowledge and understanding of how to protect and advise clients to reach their goals, needs, wants and desires. To this end, in addtion to focusing on his practice, Jerry has also presented an Adult Education Financial Planning workshop through various school districts on Long Island.
Outside UBS
Jerry lives in Huntington, NY with his wife Nancy, a poet and aeroponic gardening expert. Their daughter Nicole is a project manager at a British coroorate event planning company. In addition, she is a world traveler, having spent time on five continents. Jerry is a Life Member of the Fair Harbor Fire Department and is active in both his Huntington and Fire Island communities. He is past President of both the Old Chester Hills Community Association and the 55 West 83rd Co-op Board, in addition to being a Charter Member of the Citizens Budget and Finance Committee in the Elwood School District. He is an accomplished guitarist, singer, songwriter, having recently released his album "Heading East, Heading West". You can listen to Jerry on Jerry DeMeo Radio on Pandora and many other streaming services. Jerry has performed many concerts over the years in both the New York area and Florida, in addition to radio shows in both places. Jerry is also an avid cyclist and catamaran sailor.
At A Glance
BS in Psychology, Fordham University
MBA in Finance, Fordham University
Senior Vice President - Wealth Management
Senior Portfolio Manager
Series 3, 7, 63, 66
Life and Health insurance licensed
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA