Jogerst Brian in Tallahassee, FL, is a reputable wealth management firm led by Managing Director and Senior Consultant Felton, a highly respected veteran in the field since 1980. With a focus on personalized service and trust, the team at Jogerst Brian is dedicated to creating and implementing disciplined wealth management strategies for high net worth families and small businesses nationwide.
Supported by the global resources of Merrill, Jogerst Brian offers a wide range of solutions including investment management, retirement strategies, estate planning, trust services, and tax minimization strategies. With a commitment to helping clients achieve their financial goals with minimal risk, Jogerst Brian is known for its exemplary client service and recognition in the financial industry.
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