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Tutor profile: Gerard Q.

Gerard Q.
Financial Advisor at Raymond James
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About Gerard

About Gerard
I am currently an MBA candidate with a concentration in investment management at the Raj Soin College of Business at Wight State University. I graduated with a Bachelor's Degree in Economics from The Ohio State University in 2013. I also have earned my CFP® and CIMA® certifications. I have 6 years of industry experience in wealth management and financial planning.

Teaching Experience

Teaching Experience
My experience teaching was primarily in a professional setting. I was tasked with training newly licensed team members on equity trading platforms at Morgan Stanley early in my career.
Wright State University
Business Administration
Master's of Business Administration (M.B.A.)
2018 - 2020
Ohio State University
Bachelor's Degree
2008 - 2013

Work Experience

Work Experience
Raymond James, Financial Advisor
2019 - Present
I am a financial planner and investment manager for high net worth clients. My team works with our clients to help them articulate and quantify their goals. Typically these goals revolve around large financial decisions such as retirement, saving for college, or purchasing a second home. We then set up a strategy that manages risk and creates a high probability of goal achievement.
Merrill Lynch, Registered Client Associate
2016 - 2019
In this role I served the same purpose as my current role at Raymond James. The team that I am currently working with left Merrill Lynch in 2019 to establish our own branch office in Columbus, OH.
Morgan Stanley, Registered Service Professional
2013 - 2016
In my role at Morgan Stanley, I acted primarily as an equity trader for employees of publicly traded companies. These employees were compensated in stock or options and it was my teams job to work with them to understand the rules, tax implications, and strategies around this type of compensation. In addition to the education piece we would execute trade orders for these clients.

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