Gerald J. Coughlin

P | 732-476-2862
C | 732-977-2553
E | gerald@equityws.com

Business Philosophy:

I am dedicated to helping my clients build secure financial futures. I begin this process by defining the services provided, the process of planning, certain asset allocation concepts while clarifying each client’s goals and expectations for their portfolio. I have the resources and knowledge to develop, implement and monitor the market in relation to your portfolio to help ensure that it aligns with your goals and expectations.

My role is to assist you in mapping out your financial goals, and to select the appropriate allocation and investment products to help you work toward your specific individual objectives. Once we have implemented your plan, I will continue to coordinate with other Equity Wealth Solutions professionals to review your portfolio and advise you on any changes that might be applicable in light of the current economic cycle or your specific personal circumstances.
 
Background:

Jerry joined current broker-dealer, now Equitable Advisors in 2009 and has over three decades of experience in financial planning.

Jerry holds FINRA Series 7, 63 and 65 registrations; Life and Health registrations and he is serving clients in CO, CT, DE, DC, FL, GA, MD, MA, NH, NJ, NY, NC, PA, SC, TN, TX, VA and Washington.  In addition, he holds Investment Advisory Registrations (IAR) in CO, CT, DC, FL, NC, NH, NJ, NY, PA, and SC.