Jerry Schmitt

Jerry Schmitt Email and Phone Number

Owner - Legacy Benefit Planning, LLC @
Jerry Schmitt's Location
Greater Chicago Area, United States
Jerry Schmitt's Contact Details

Jerry Schmitt personal email

About Jerry Schmitt

I enjoy providing families with wealth management services!*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Jerry Schmitt's Current Company Details
Legacy Benefit Planning

Legacy Benefit Planning

Owner - Legacy Benefit Planning, LLC
Jerry Schmitt Work Experience Details
  • Legacy Benefit Planning
    Consultant
    Legacy Benefit Planning Dec 2020 - Present
    New Lenox Il
  • Jerry Schmitt Llc.
    Financial Advisor
    Jerry Schmitt Llc. Oct 2019 - Present
    New Lenox Il
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Mar 2019 - Oct 2019
    View
  • Wealthcare Consultants, Inc.
    Investment Advisor
    Wealthcare Consultants, Inc. Apr 2001 - Jan 2019

Jerry Schmitt Skills

Healthcare Coaching Sales Long Term Care Elder Care Employee Benefits Public Speaking Marketing Team Building Tactical Asset Allocation Medicaid Community Outreach Estate Planning Customer Service Retirement Microsoft Excel New Business Development Medicare Security Retirement Planning Term Life Insurance Disability Insurance Strategic Planning Time Management Home Care Insurance Strategic Financial Planning Seniors Fundraising Project Planning Tax Finance Microsoft Office Networking Deferred Compensation Event Planning Veterans Benefits Small Business Leadership Investments Fixed Annuities Retirement Benefits Consultant

Jerry Schmitt Education Details

  • Cornell College, Ia
    Cornell College, Ia
    Bachelor'S Degree

Frequently Asked Questions about Jerry Schmitt

What company does Jerry Schmitt work for?

Jerry Schmitt works for Legacy Benefit Planning

What is Jerry Schmitt's role at the current company?

Jerry Schmitt's current role is Owner - Legacy Benefit Planning, LLC.

What is Jerry Schmitt's email address?

Jerry Schmitt's email address is je****@****ech.net

What schools did Jerry Schmitt attend?

Jerry Schmitt attended Cornell College, Ia.

What skills is Jerry Schmitt known for?

Jerry Schmitt has skills like Healthcare, Coaching, Sales, Long Term Care, Elder Care, Employee Benefits, Public Speaking, Marketing, Team Building, Tactical Asset Allocation, Medicaid, Community Outreach.

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