Jerry D. Coats, ChFC®, CLU®, AEP®, CAP®
Wealth Adviser
During the past 43 years, Jerry has worked with 1000’s of business owners, executives, professionals, trustees and advisors to help the client’s legacy and to be consistent with their visions, values and objectives.
Jerry’s work with clients and advisors has been enhanced with continuous studies and professional education in the following areas:
- Business succession and exit planning
- Legacy and estate planning
- Executive Benefits
- Family protection
- Philanthropy
- Retirement protection
- Risk mitigation
- Tax strategies
- Wealth building
- Wealth preservation
Since every client has unique requirements, Jerry employs an individualized case development strategy working on a team basis with the client’s professional advisors. Helping create a highly collaborative advisory team assures the client’s plans are complete, accountable, accurate and priced fairly.
Jerry and his wife, Lynne, have 3 children and 7 grandchildren. The children and their families live in North Central Arkansas, Middle Tennessee and London, UK. Therefore, they find traveling together to be their favorite pastime.
Jerry and Lynne are also involved in several local nonprofits. They devote their time, energy and treasure with children’s health care and bereavement, cancer research and treatment as well as church activities.
