Knowledgeable, detailed and attentive are just a few words used to describe Gerran J. Batterberry. Gerran has over 20 years in the industry and brings forth a deep bench and breadth of experience in many aspects of successful financial planning and relationship building. His experience has continually strengthened his ability to assist his clients with their investment choices, offering insightful ideas during important life events, and directing retirement by design rather than default.
Merril Lynch and JP Morgan Chase are just a couple of the notable firms Gerran has had the opportunity to be a part of over his career. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds registrations for FINRA Series 7 and 63 through LPL Financial and Series 65 with HighPoint Advisor Group. Gerran earned a Bachelor of Science Degree in Finance from Regis University.
Originally from Colorado, Gerran now resides in Illinois with his wife Laura. They have a daughter and son and enjoy time as a family. Much of his free time is spent with his family playing board games, video games, and card games with an occasional movie to relax. His hobbies include completing his pilot license, anything with airplanes, golf, fishing, and all things outdoors.