Jermaine Guthrie
Jermaine Guthrie is a Wealth Advisor with Prosperity, bringing 20 years of experience guiding business owners, entrepreneurs, women, families, retirees, and executives toward achieving their financial aspirations.
Jermaine specializes in providing a wide range of financial planning solutions, including investment management, tax-efficient strategies, estate, and retirement planning.
Adopting a consultative, collaborative approach, Jermaine guides clients through the complexities of wealth management with personalized, holistic advice tailored to align with their immediate and long-term financial objectives.
Prior to joining Prosperity, Jermaine served as a Senior Wealth Advisor at a national investment advisory firm.
Contact
733 3rd Ave.
New York, NY 10017
Credentials & Education
- Certified Financial Planner (CFP®)
- FINRA Licenses series 7, 24, 63, 66,
- Insurance: Life Accident & Health
- Stony Brook University: BA, Economics