Jerry-Zimmerer

Jerry Zimmerer

CFP®, CPA
Sr. Wealth Advisor

I find deep purpose in serving others. My passion is helping individuals and families gain clarity in their financial lives and reach their goals.

Meet Jerry

Show Transcript

Jerry is a Sr. Wealth Advisor based in Louisville, Kentucky. He joined Mercer Advisors through the acquisition of D. Scott Neal, Inc. Jerry began his financial planning and investment advisory career in 1990, following 17 years in public accounting and corporate finance, where he worked closely with high-net-worth individuals and business owners. Jerry merged his firm, Zimmerer & Associates, with D. Scott Neal, Inc. in 2000. A Louisville native, Jerry earned his B.A. degree from Bellarmine University, graduating cum laude. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® professional, and holds the Personal Financial Specialist designation.

Jerry’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jerry has focused experience in these areas:

  • Planning for retirement, from high-earning years to long-term income strategies
  • Life changes after the loss of a spouse, from estate transitions to long-term planning
  • Complexities of inherited wealth, from taxes to legacy
  • Helping dentists balance personal wealth goals with the demands of running a practice
  • Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission

His working style

Jerry is known for his straight-forward approach and ability to simplify complex situations. He finds deep purpose in serving others. Jerry’s passion is helping individuals and families gain clarity in their financial lives and reach their goals.

Jerry in real life

What keeps you busy outside of work?

I enjoy spending time with my wife, Regina, and our six kids and 11 grandkids. When I’m not with them, you will probably find me and my wife hiking in a national park or rooting at a sporting event for our favorite team.

How do you give back?

As our kids were growing up, I served as Scoutmaster while each of my four sons earned the rank of Eagle Scout. I continue developing youth leadership as a volunteer in Scouting America, serving on the Executive Board of the Lincoln Heritage Council. I also teach a personal finance course for couples preparing for marriage.

Favorite thing about where you live?

Having grown up in Louisville, I enjoy hiking in the many parks in the city, especially The Parklands.

Jerry’s snapshots

Meet Jerry’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Jerry counts on — and how they work together to support you.
Mike Reich

Mike Reich

Wealth Advisor

What Jerry Says

Mike and I collaborate daily on solutions to problems that our clients face, believing that two heads are better than one.

Mary Ellen Furlong

Mary Ellen Furlong

Client Service Specialist

What Jerry Says

Mary Ellen is my go-to person to get things done. She can find the answers that help make our clients’ lives simpler.

Kimi Rice

Kimi Rice

Client Service Specialist

What Jerry Says

Kimi is the glue that keeps our team moving forward. She has a passion for helping ensure our clients receive white glove service.

Ready to learn more?