Jerry Tavella in

Jerry Tavella

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Partner at Strategies for Wealth
📍 New York City Metropolitan Area, United States

Jerry Tavella is a Partner and Chief Growth and Development Officer at Strategies for Wealth, where he has worked since 2005. He focuses on training, developing, and recruiting financial advisors to scale the firms teams. He earned his Bachelor of Arts from Marist University.

Outside of work, Jerry is a dedicated father and has a lifelong passion for hockey, which he now shares with his children by coaching their teams. He has appeared on podcasts discussing the intersection of business and fatherhood, highlighting the importance of family and instilling confidence in his children.

He was a guest on "The BizDad Podcast, " where he shared personal insights on leadership, family influence, and visualizing success.

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Experience
20 Years
Current Role
Partner
Job Level
Junior
Location
New York City Metropolitan Area, United States
Personality Overview

How Jerry shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jerry cares about

Advisor Development
His primary role involves training, recruiting, and creating development opportunities for new and experienced financial advisors at his firm.
Scaling Advisor Teams
He has spoken at industry conferences, such as Finseca's LAMP, about his proven model for growing and scaling financial advisory teams.
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Career

Work history

1-2022
Partner
Strategies for Wealth
12-2016
Financial Representative, Managing Partner
Prosperian
1-2015 - 12-2016
Partner
Prosperian
9-2009 - 12-2015
Advisor
Prosperian
5-2007 - 9-2009
Advisor
Strategies for Wealth
In the press

Media appearances

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Education
2000 - 2004
Bachelor of Arts (B.A.)
Marist University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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