Jerry F Nichols, CLU®, ChFC®

Wealth Management Advisor


Before Jerry Nichols can speak intelligently about the products and services that might be appropriate for you and your family, Jerry needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Jerry.

After graduating from Ohio State University, Jerry pursued a career in accounting, finance and management. Initially joining Peat Marwick for a career in public accounting and obtained his CPA designation.

Following that, he had an opportunity to work in the mortgage banking area, electronics, cosmetics, data communications, and insurance.

In late 1974, he was recruited to Naples, Florida as president for Southwest Florida's largest property and casualty insurance agency with six offices. As president and CEO, the agency did a turn-around financially and become very profitable and today is part of the Marsh Organization.

In 1976, the insurance agency requested Jerry analyze life insurance carriers in order to determine which carrier would be best suited for their clients. After thorough research, not only did they select Northwestern Mutual, but Jerry became licensed as an agent in late 1976.

After joining Northwestern Mutual in late 1976, he realized he could apply his business and analytical skills in both insurance sales and management.

With his accounting background, his initial focus was in the professional marketplace. As he broadened his practice into other areas like banking, country clubs, and manufacturing, there existed a demand for employee benefit services.

Jerry has developed a strong team of professionals to handle the design, implementation, communications and servicing for group insurance, 401(k) and 403(b) plans, flexible spending and executive compensation programs.

Northwestern Mutual provides Jerry with the opportunity to assist individual clients with their personal needs for life insurance, disability income, and annuities.

Jerry's practice has evolved into the estate planning marketplace, working on a team basis with local attorneys, accountants and trust companies.



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