Jerry McMillan is a Wealth Advisor in the Roanoke, VA area. He has over 30 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 10 years, prior to joining Beacon Wealth, Jerry 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, enabled him to guide clients toward their financial objectives.
A passion for Biblically Responsible Investing brought Jerry to Beacon Wealth Consultants in 2017. For the last 5 years, Jerry has continued this holistic approach while keeping his client’s values and faith a top priority. Jerry is an Accredited Investment Fiduciary (AIF®), a Financial Paraplanner Qualified Professional (FPQP®) and a Certified Kingdom Advisor (CKA®).
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. Jerry is an accomplished musician and enjoys playing bass, guitar & singing. The McMillans are long time members of Lakeside Baptist Church, where Jerry serves on the Trustee board, Men’s Ministry & Praise teams.