When it comes to addressing clients’ unique financial needs, Jerred is an experienced and effective problem solver, always willing to go the extra mile to fulfill and exceed their expectations. He offers comprehensive financial planning guidance, with expertise in retirement and estate planning. Jerred specializes in helping clients accumulate their wealth and pass it on to those they care most about, in a tax-efficient manner.
Before joining our team, Jerred was a financial advisor with Edward Jones and a commercial loan officer for the United States Department of Agriculture. Prior to that, he was president and senior loan officer at Absolute Mortgage Solutions and senior loan officer at Americorp Mortgage Services. Jerred began his career as manager of corporate finance at Amtrak. He earned a BS in business administration with a minor in finance and an MBA from Frostburg State University.
Jerred stays active in his community as a member of the Sons of The American Legion, an Elder at St. Andrew’s Presbyterian Church, board member & finance committee member with Family Health Care and a volunteer with the HCC Alumni. In his spare time, he enjoys skiing, hiking, exercising, and riding his motorcycle. Originally from Williamsport, Maryland, he lives in Hagerstown, with his wife, Joan. Jerred is a proud father of three amazing children.
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Joan F. Bowers has been named Best-in-State Top Women Wealth Advisor by Forbes! See the full 2024 rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook...
Retirement doesn’t have to mean leaving your career behind
More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are choosing to remain in the workforce...
Protecting your business from the loss of a key contributor
Key person insurance can protect against losing a vital employee. Like many businesses, yours may also rely on someone for the majority of your earnings. This “someone” is often referred to as a key person because his or her knowledge, skillset or work contribution is...