Senior Wealth Advisor

Jerry Snyder is a Senior Wealth Advisor at Clariti Wealth Advisors.  He is responsible for working with clients on all aspects of financial plan preparation, ongoing plan management, and investment reviews.

Jerry has over 30 years of experience in finance.  He specializes in creating advanced, tax-efficient wealth accumulation and retirement income strategies to help clients enjoy their lives and wealth.  He has extensive experience working with high net worth and ultra-high net worth families, select corporations, and non-profit organizations.

Prior to joining Clariti, Jerry served in a variety of senior-level roles within the industry.  Most recently, he was a Vice President and Financial Consultant at Fidelity Investments Private Client Group in Greenville, DE. There, he was responsible for some of Fidelity’s most important client relationships.  He worked collaboratively with clients to meet their broad range of investment, wealth, and risk management needs.

Jerry received his B.B.A. in Marketing from James Madison University.

He currently lives in Malvern, PA with his wife Lisa, son Jerry and daughter Amanda. He is an avid fitness advocate and has participated in five marathons. Jerry is also an avid golfer and enjoys tennis.