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Gerald R

Series 63

Rockland, MA

Virtue Capital Management, LLC

Gerald Robillard is a financial advisor with Virtue Capital Management, LLC and holds a Series 63 designation. He has 19 years of industry experience and has previously worked at Cutter Financial Group LLC and Precision Capital Management. Robillard is also president of GJR Financial, Inc., an insurance and advisory business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing a model-driven approach that incorporates economic data and quantitative optimization.

Retirement income strategy Social Security optimization Wealth management
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