JD, Series 65 Advisory Registration†
Jerry has been counseling clients on finances and wealth management since entering the financial services industry in 1981. He joined Wealth Enhancement Group through the 2016 merger with HHG & Company, where he was Principal and Senior Advisor. Prior to joining HHG & Company, he provided financial counseling at The Bank of New York and the AYCO Corporation. Jerry later offered wealth management services and financial advice through Zopfi Associates LTD, before joining HHG & Company in 1992.
He graduated magna cum laude from Boston College Carroll School of Management, where he earned a Bachelor of Science in Business Administration with a focus on economics. Jerry earned his Juris Doctor from Rutgers University School of Law, where he concentrated on taxation. He is a member of the New Jersey State Bar Association and has been admitted to practice before the U.S. District Court, U.S. Tax Court and the IRS.
Jerry is married and has two children. He lives in Trumbull, CT, and enjoys golfing and playing the guitar and piano in his spare time.
The Zopfi Financial Advisory team operates from our Darien, CT office.
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1 †Advisory registrations are held with Wealth Enhancement Advisory Services.
2 Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Darien office advisors are not affiliated with LPL Financial.