Jerry C. Thomas, CFP®
Director, Insurance Planning
Mr. Thomas partners with Ancora’s wealth advisors to assist clients in achieving their insurance planning strategy. As a Certified Financial PlannerTM, Jerry implements a comprehensive approach to insurance planning by incorporating the clients’ overall financial and personal goals. Jerry specializes in life insurance, long-term care insurance, and disability insurance planning.
Prior to joining Ancora, Jerry founded the Essential Marketing Team, a marketing agency that specializes in helping brokerage general agencies with the development, implementation and management of their digital marketing strategy. Jerry began his industry career in 2009 at J.L. Thomas & Co., Inc. Brokerage General Agency, where he held roles in marketing, operations, management and sales. Jerry earned a Bachelor of Business Administration degree in Marketing from Ohio University. He is a Certified Financial PlannerTM, a FINRA registered representative (BrokerCheck) and holds Health, Life, and Property & Casualty insurance licenses.
