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Team

 Jerry joined Cadence Bank in 1997 and is currently the Senior Wealth Advisor for Cadence Investment Services.Jerry has been recognized among the Top 25 Program Managers for 2020 and 2019, and among the TOP 100 Bank Advisors for...

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• CERTIFIED FINANCIAL PLANNERTM• Series 7, Series 65, and Series 63securities registrations held with LPLFinancial• Graduate, Georgia College and StateUniversity, Economics• Joined FB Financial Services in 2009...

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Certified Financial Planner™Adjunct Lecturer for the Department of Finance & Economics, Mississippi State UniversityAdjunct Lecturer for the College of Business and Professional Studies, Mississippi University for WomenBoard...

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Diane Bardon, FPQP

VP, LPL Registered Administrative Associate

662-324-4724

Joined Cadence Bank in 1998Financial Paraplanner Qualified ProfessionalHolds Series 7 and Series 66 securities registrations with LPL FinancialOversees account servicing for all existing clients and supports Senior Wealth Advisor

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