Experience

Jerry has managed clients' portfolios through seven market cycles since 1981 and continues his financial planning focused investment advising as the Senior Portfolio Manager. Prior to 2006, he served 16 years as a Director, educating hundreds of advisors in the Great Lakes division as a speaker in the area of estate and retirement planning. With this experience and knowledge, he helps create personalized strategies and investment solutions for clients in the pursuit of their financial goals. Jerry works with each client to ensure that every aspect of their financial life – investments, insurance, legacy plans – is focused on their current needs and goals. Jerry gives the clients an excellent sense of structure as a 34 year veteran of UBS. He has also has been listed as a Top Scoring Wealth Manager, 2010, from Hour Magazine.

Jerry graduated from Ferris State University with a bachelor's degree in pharmacy and an associate's degree in business. He has deepened his knowledge by earning the Certified Financial Planner™ (CFP^®) designation, the Chartered Retirement Planning Counselor^℠ (CRPC^®) designation and the Certified Investment Management Analyst^®(CIMA^®) certification, the only financial services credential accredited by the American National Standards Institute, representing the highest level of credibility, integrity and investment consulting knowledge.

Jerry lives in Fort Myers, FL with his wife and business partner, Marja, and their dog, Sophia. Jerry enjoys boating, fixing just about anything, watching the History Channel and barbecuing year round. Jerry and Marja have two grown children, Larry and Kristen.

CA Insurance License Number: 0F03517

F. Troy Barnhart, Senior Vice President, has been a wealth advisor for more than 30 years, with a focus on high net worth individuals and families.  Troy specializes in retirement and pre-retirement planning. He works closely with all of his clients to develop highly customized strategies, matching each client’s objectives with opportunities that exist across the markets. In an environment prone to trends and short-term thinking, Troy prides himself on consistency and tradition, adhering to principles derived from his extensive experience and above all else an enduring commitment to his clients. Troy received a B.B.A. from Michigan State University with a concentration in Economics.

Mary M. Crummey, Vice President, has worked at UBS for the last 24 years. In her role, Mary dedicates her expertise to the development of wealth strategies for high net worth individuals and institutions. Mary utilizes an adaptive, consultative approach, combining deep commitment to understanding her clients’ goals with the insight and technical know-how it takes to achieve them. Mary earned the Certified Investment Management Analyst (CIMA®) designation from the Haas School of Business, University of California, Berkley.  As a CIMA® professional, she displays a high level of commitment and continues to educate herself on the investment process to assist clients in making prudent investment decisions.

Jason has 18 years of experience in the financial services industry, joining UBS in 2006. He is a partner of Paramount Wealth Management Partners in Birmingham, MI.

Jason holds a bachelor's degree in economics from Michigan State University.  He is a Certified Private Wealth Advisor^® (CPWA^®), Chartered Retirement Planning Counselor^℠ (CRPC^®)  and a qualified Portfolio Manager. He has also attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals and their families.

As an advisor on the team, Jason is dedicated to connecting with investors on a personal level  and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, and lending, in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation.

Jason, his wife Jennifer, their daughter Joslyn, son Jacob and beagle, Snoopy reside in Birmingham. Outside the office, he enjoys golfing, skiing, and participating in his children's many activities. He is also a frequent presenter for The Michigan Association of CPA's providing continuing education.

CA Insurance License Number:  0M23804