Jerry Gross, MBA, CLU®, ChFC® – Founder, Gross Financial Services
With a financial career spanning more than four decades, Jerry Gross has been helping clients grow and protect their wealth since 1981. As the founder of Gross Financial Services, Jerry brings a strong academic and professional foundation to his practice, holding an MBA along with the Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC) designations.
Jerry’s mission is simple but powerful: to help clients earn more interest on their money while legally reducing their tax liabilities. He combines experience, integrity, and practical financial strategies to deliver outcomes that support long-term financial confidence. Whether it’s retirement income planning, tax-efficient wealth transfers, or protection strategies, Jerry provides personalized, independent guidance rooted in decades of industry insight.
Beyond the numbers, Jerry believes that meaningful financial advice starts with relationships. He’s proud of the trust he’s built with generations of families and continues to serve clients with the same passion and care that launched his business over 40 years ago.
Outside of his professional life, Jerry is happily married to his wife, Deserie, and is a proud father and grandfather. His daughter Brittani is a practicing attorney in Florida, and his son Cody is a CPA—both recently married and building successful careers of their own. Jerry also has two stepchildren and enjoys spending time with his 5-year-old granddaughter.
A lifelong sports enthusiast, Jerry considers himself a “jack-of-all-trades” athlete, actively competing in softball, racquetball, pickleball, and bowling—though, in his words, “average at best at all of them.”
Grounded, approachable, and experienced, Jerry Gross continues to be a trusted resource for clients seeking smarter financial outcomes and lasting peace of mind.
