Mr. Luff is a Senior Vice President of Wealth Management and Financial Planning at Baker Avenue. He brings fifteen years of financial advisory experience in both the institutional and retail markets. His focus is providing clients with integrated wealth management strategies that include investment management, retirement cash-flow planning and estate tax minimization. Prior to joining Baker Avenue, Jerry was a Vice-President in the Global Wealth Management group at Banc of America Investments. Jerry also provided fixed-income analysis and portfolio strategies to institutional clients at both Bear Stearns and Morgan Stanley. His clients there were endowments, corporations and municipalities including General Motors, U.S. Steel, and The University of California Regents. In addition to the CFP designation, Jerry has an B.A. in finance from The University of Texas at Arlington and an M.B.A. in finance from Fordham University.
