Jerry Zimmerer

Mr. Jerome G.
Zimmerer is a Vice President & Chief Compliance Officer at D.
Scott Neal, Inc. He chairs the investment committee and performs the monthly analysis of the unique mutual fund upgrading strategy employed by the firm.
He has over the past 30 years, he has acquired a broad base of experience in the financial services industry.
He earned his Bachelor’s degree from Bellarmine University, where he has also served as a part-time faculty member in the past.
He is a CPA, a Certified Financial Planner and a Personal Financial Specialist.
He is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the American Institute of CPA’s, and the Kentucky Society of CPA’s.