Financial Professional, RJFS
Gerald joined Boston Harbor Wealth Advisors at our Columbus, OH branch, Zosh Williams Asset Management, in 2022 as a Financial Professional and the Chief Operating Officer. In his role, he applies his previous financial services industry experience to assist clients with their requests, needs, and concerns. He works closely with our team to live out his mission to serve our clients – individuals and families – at the highest level of excellence.
Gerald ensures his clients understand their money is being well taken care of, and he always endeavors to explain complex financial topics in a way that is easy to comprehend. His attention to detail and consistent follow-up to address clients’ needs have resulted in close and trusted working relationships throughout his career.
In addition to running the day-to-day operations, he works closely with clients and assists with trades. Gerald also supports our team in planning and building investment portfolios. He holds Series 7 and 66 securities licenses, life and health insurance licenses, and is a Financial Paraplanner Qualified Professional, FPQP™.
I am originally from Columbus, Ohio, and now live in Powell with my wife, Yvonne, and our son, Warren. When I’m not in the office, I enjoy traveling, fishing, and spending quality time with my family and friends.