Jerry McMillan is our new Wealth Advisor in the Roanoke, VA area. Although new to Beacon, he is not new to the industry. He has over 25 years of experience serving the financial needs of his clients. Jerry spent 15 years with Nationwide Insurance, assisting individuals and businesses with property & casualty insurance, life insurance and investments. In fact, Jerry insured Beacon Wealth when Rick was just getting started! For the last 10 years, Jerry has worked as a Private Advisor with BB&T Wealth. While at BB&T, Jerry worked to understand the unique needs of each client and develop an integrated action plan. This holistic approach, focusing on financial planning, investments and insurance, allowed him to guide clients toward their financial objectives. Now with Beacon Wealth, Jerry is excited to introduce Biblically Responsible Investing to his clients to positively impact their lives.
On a personal note, Jerry is a lifelong resident of the Roanoke Valley residing in Salem, VA. He is married to Angie & has 3 children - Patrick, Alyson & Evan. When not at work, you will likely find him on the sidelines watching his children compete in various sporting events at the high school and collegiate levels. The McMillans are long time members of Lakeside Baptist Church, where they are active in various ministries. Jerry serves on the Trustee board & is a youth leader. He also plays bass on the praise team & sings.