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Jerry Goodman, CFP®

Jerry Goodman, CFP®

Managing Director

Jerry Goodman began his career as a financial consultant in 1982 and has also served as branch manager of the Knoxville office of Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In 1998, he completed coursework from the College of Financial Planning to become a CERTIFIED FINANCIAL PLANNER™. To earn this certification a candidate must meet requirements involving education, experience and ethical standards, as well as successful completion of a comprehensive exam.

Jerry is the author of The Widow’s Digest, a guide covering 37 counties in East Tennessee, and also conducts estate planning workshops to help attendees with the goal of helping them with organizing their affairs.

Jerry is currently the managing principal of Goodman & Hubbard2 , an investment group under the name of TN Wealth Management. He’s a graduate of the University of Tennessee with a degree in accounting, he previously served on the professional staff of Price Waterhouse and was the Comptroller of Wendy’s of Knoxville. He’s a native of Knoxville, and he and his wife Kim have two daughters, Megan and Meredith, and 6 grandchildren, McKenna, Marinn, Mary Taylor, Sawyer, Sloan, and Steele. Their adopted child is Morris – their Goldendoodle.