George Gerhard, Senior Vice President

George leads an elite team of highly motivated, experienced financial service representatives dedicated to serving the investment and protection needs of individuals, their families,
corporations and their employees. Additionally, he works with a select group of clients, offering comprehensive financial advice and investment management services. His goal with each of his personal clients is to help preserve and grow their wealth. This includes retirement planning and income generation, savings, and tax minimization strategies, and estate planning. George and his advisors are supported by a team of consultants experienced and trained in individual and business planning strategies.

More About George

As a Managing Sales Director in Barnum Financial Group’s Elmsford, New York office, George empowers his advisors to leverage their strengths and interests to attract and retain clients and grow their practices. He also helps them utilize the broad capabilities and resources Barnum offers to deepen client relationships and support their client acquisition efforts.

George is uniquely positioned to help financial advisors take their practice to the next level. With over 15 years in the financial services industry, he brings considerable experience and knowledge to his team. George began his career at Barnum as a student intern. He joined the firm as a financial services representative in 2005 and was named “Rookie of the Year”, the firm’s top award for new associates. Over the years, he has continued working directly with clients while expanding his leadership role. While previously at MetLife, and as a result of his work with both clients and advisors, George has been recognized with membership in MetLife’s Leaders Conference for 10 consecutive years. Among other accolades, George has received the Gama Diamond Award.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

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