Biblically Responsible Investing Firm Continues to Grow
Roanoke, Virginia – May 23, 2017 – Jerry McMillan joined the Beacon Wealth Consultants, Inc. team as a Wealth Advisor in April 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 is a graduate of Virginia Western with a degree in Business Management. He spent 15 years with Nationwide Insurance, assisting individuals and businesses with property & casualty insurance, life insurance and investments. 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. He states, “My hope is to give clients the peace of mind to know they are on the right path or to help with the necessary adjustments to get them there. The caring, knowledgeable team at Beacon Wealth will provide an experience that is uncommon in the financial world today. ”
BWC is a Fee-only Registered Investment Advisory firm designed to serve the unique wealth management needs of affluent Christian families, trusts and organizations. For nearly 20 years, our team of highly qualified advisors has helped hundreds of families gain the clarity they need to plan well and make biblically-wise investment choices.