Gerald F. Ogilvie IV
Gerald Ogilvie IV has been a Financial Advisor with Equitable since 2015. Jerry attended St. John Fisher College in Rochester, NY and played as a member of the Division III football team. He currently holds FINRA Series 7, 63, and 66 registrations, as well as Accident, Life, and Health Insurance licenses.
Consulting for individuals, families as well as businesses, Jerry works directly with his clients to help them grow, manage, and protect their assets through comprehensive investment, insurance, tax, and estate planning. By following an extensive and holistic financial planning process, Jerry can tailor custom strategies for each client to help them toward reaching their goals. Whether someone is new to investing, looking to revamp their current portfolio, or seeking guidance for retirement, Jerry has the knowledge and experience to help clients secure their financial future with confidence.
After growing up in the Southtowns, Jerry now lives in Kenmore with his wife, Nicole, and they are
expecting their first child in July. Outside of the office, Jerry enjoys watching the Bills and spending his spare time on the golf course with friends. He is excited to join the team and looks forward to expanding his practice.
Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services.