Jerry Molitor, CLU®, CLTC®

Financial Planner at Commonwealth Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Planner
      • May 2019 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Brokerage Manager
      • Aug 2017 - May 2019

    • United States
    • Insurance
    • 700 & Above Employee
    • Director, Executive Benefits
      • Mar 2007 - 2017

      Responsible for delivering executive benefit solutions to current and prospective clients. Areas of focus include key person, executive disability, executive compensation planning, as well as individual insurance planning and analysis. Responsible for delivering executive benefit solutions to current and prospective clients. Areas of focus include key person, executive disability, executive compensation planning, as well as individual insurance planning and analysis.

Education

  • The American College of Financial Services
    Chartered Life Underwriter
    2014 - 2018
  • Villanova University
    Bachelor of Science (B.S.), Marketing
    2000 - 2004
  • Villanova University, School of Commerce and Finance
    Bachelor of Science (B.S.), Marketing
    2000 - 2004
  • Delbarton School
    1996 - 2000

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