Jerry Galvin

Jerry Galvin possesses extensive experience in the financial services industry, having served as the Director of Private Wealth for Capitas Financial/The Smith Companies since August 2006. In this role, Jerry consistently qualifies for Capitas Financial's Sales Leadership Yearly Council, working with financial professionals to provide sophisticated, unbiased solutions focused on tax-efficient family financial legacies and wealth protection. Prior to this position, Jerry held various roles, including Sales Vice President at MetLife Investors and Sr. Regional Estate Planning Specialist at Wachovia Securities, where significant partnerships and planning initiatives were developed with top financial advisors. Jerry began a career in financial services as a Business Insurance and Estate Planning Specialist at Merrill Lynch and has previously served as a Sales Manager at Fidelity Mutual/Capital Analysts, where Jerry focused on recruiting and training new financial advisors. Educational achievements include degrees in Economics and Finance from Lafayette College.