Gerald J. Studer, CFP

Jerry has spent the last 20 years working in the financial services arena in the Dallas/Ft. Worth area.  He joined the Momentum Independent Network inc. (previously Southwest Securities) family in 1999 as a Registered Representative.  In 1994, Jerry completed the Certified Financial Planner (CFP) professional degree program through the College for Financial Planning in Denver, Colorado. Shortly thereafter, Jerry passes the Certified Financial Planner exam.

Working with both individuals and companies, he assists his clients towards their individual goals of financial security.

Areas of specialty:

Retirement planning

401-K and IRA rollovers

Roth and Traditional IRAS

College Savings Plans

Life, Health and Long Term Care Insurance

Traditional Stock, Bond and Mutual Fund Investments

As a grandfather of four wonderful grandchildren, father of two lovely daughters and son-in-laws, husband of 16 years, and brother to 13 sisters and brothers, Jerry knows the importance of planning for the future.  Call him today for assistance in planning yours!