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Jerry S
CFP®, Series 63
Elberton, GA
Silver Oak Securities, Incorporated
Jerry Spivey is a CFP®-designated financial advisor with 40 years of industry experience. He is currently affiliated with Silver Oak Securities, Incorporated and Spivey Financial Group. His career includes long-term roles at New York Life Insurance Company and Nylife Securities Inc., spanning several decades. Outside of advisory services, he is the owner of Spivey Financial Group, which focuses on life, fixed annuity, disability, and long-term care insurance products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, unified managed accounts, financial planning, and solutions for held-away retirement plan assets.
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