As an Advisor on the Ring Winegrad Hunady Team, Jerry West enjoys working with clients to help them create and execute a plan to navigate all of life’s events. Jerry is extremely passionate about always doing the right thing for the families he serves. As your Family CFO, Jerry wants to help you address the most important and challenging complexities of your life. He strives to truly understand every family dynamic, from children and grandchildren to goals and ambitions that may or may not be financially driven.
Jerry brings extensive investment knowledge and experience to Moneta. He earned his BS degree in Finance from the University of Central Missouri and holds the Chartered Financial Analyst (CFA®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Planning Counselor (CRPC®) and Chartered Alternative Investment Analyst (CAIA) designations. Prior to coming to Moneta, Jerry was the Chief Investment Officer at another RIA and has spent more than 20 years in the industry. This allows him to provide a unique combination of experience and technical knowledge to help families with all aspects of their financial planning needs.
Jerry is married with two children who are active athletes. He enjoys outdoor activities such as golf and running. Jerry also has a passion for being involved in the community through charities that focus on helping youth and young adults with challenges they face today. Jerry is on the board of Hope Creates and enjoys helping other charitable organizations focused on improving education and opportunity in underprivileged areas.
The Ring Winegrad Hunady team is a deep and energetic team that has a focus on providing exceptional care for you today, as well as for the future generations of your family.
