Jerry Zimmerer

Jerry Zimmerer

Jerry Zimmerer is Vice-President and Chief Compliance Officer with D. Scott Neal, Inc. He chairs the investment committee and performs the monthly analysis of the unique mutual fund upgrading strategy employed by the firm.

Over the past 30 years, Jerry has acquired a broad base of experience in the financial services industry. While in public accounting, he was exposed to a large variety of clients from diverse industries which provided invaluable insight into the tax and financial planning issues of small business owners and executives.

He earned his Bachelor’s degree from Bellarmine University, where he has also served as a part-time faculty member in the past.

He has had articles published in Business First and The Courier-Journal and has conducted financial planning seminars for businesses and organizations throughout the state.

He has generously given back to the local community by serving on numerous boards and committees of not-for-profit organizations. He currently spends his free time with his family of six children and one grandchild and as Scoutmaster for a troop of 50 boys in the Louisville area.

He is a CPA, a Certified Financial Planner and a Personal Financial Specialist. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the American Institute of CPA’s (AICPA) , and the Kentucky Society of CPA’s.

Call him at (800) 344-9098 or reach him by e-mail at jerry@dsneal.com.