Jerry Potter

Phone Number:

(304) 541-2005

Email:

jpotter@ffadvisors.us

Vice President, Portfolio Manager

Jerry Potter is a Financial Advisor with 39 years of experience. He is dedicated to his community and offers the highest level of service possible. He has won numerous industry awards throughout his career including the prestigious MDRT Court Of Table status for production and ethics. Jerry qualified as a Million Dollar Round Table member 23 times before being recognized as a lifetime member.

In 2010, Jerry became a Fiduciary starting Potter & Spano Financial Group after merging with Consolidated Wealth Management and its President, Joseph Spano. In 2022 he joined Freedom Financial Advisors. Jerry also serves as a certified Federal Retirement Consultant for Freedom Federal Educators where he assists federal employees with all aspects of retirement planning, investment strategies, FERS/CSRS pension, estate planning, retirement planning, Social Security Analysis and Medicare.

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Contact

Freedom Financial Advisors
Office: 833-327-9997
Mobile: 210-287-5465
Fax: 847-232-6044
1211 Jefferson Rd.
South Charleston, WV 25309
contact@ffadvisors.us

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