Search
Search

Blog

Blog

QNB Trust Blog

Jerry Kelleher Named Life Insurance Consultant

Published on February 09, 2024

Jerry Kelleher Named Life Insurance Consultant

Queensborough is proud to welcome Jerry Kelleher as Vice President and Life Insurance Consultant. He will be based in the bank’s Wealth Management office in Augusta, Georgia, and provide service across the bank’s footprint.  

 

Jerry partners with financial planners, trust advisors, CPAs and bankers to provide customized insurance solutions to their clients. These solutions include Income Replacement, Estate Preservation, Supplemental Retirement Income and Long-Term Care planning. His business insurance strategies include Buy-Sell agreements, Executive Bonus Plans and Business Succession plans.

 

Jerry received his Bachelor of Science degree in Business Marketing from St. John Fisher University and has over 17 years experience in the financial services industry.

 

“Jerry’s seasoned expertise in developing and deploying life insurance protection and planning strategies for families, individuals and businesses plays a large part in building Queensborough’s comprehensive financial team. It’s also another demonstration of our unmatched investment in, and commitment to, our clients’ overall financial wellness,” said Dagan J. Sharpe, Queensborough Director of Financial Management Group.

 

Insurance products are offered through LPL Financial (LPL) or its licensed affiliates. LPL and its licensed affiliates are separate entities from, and not affiliates of, Queensborough National Bank & Trust and Queensborough Investments. Insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

 

 

Founded in 1902, Queensborough National Bank & Trust Co. recently celebrated 120 years of community banking in Georgia. Queensborough was named Georgia Business Journal’s Best of Georgia in 2022 and Newsweek’s Best Small Bank in Georgia in 2021. For more information, visit www.QNBTRUST.bank and find Queensborough on FacebookTwitter, LinkedIn, YouTube and Instagram.

Rate this article:
No rating
Comments (0)Number of views (1584)

Categories: Blog, Community, Employee Highlights

Tags:

Print

RECENT POSTS

Logged in as . Login