Edward Jones-Financial Advisor: Cory J. Gerlach

Edward Jones-Financial Advisor: Cory J. Gerlach Helping Corporate Professionals and Executives Grow and Protect Their Wealth | Pickleball Enthusiast

Cory Gerlach is a Financial Advisor with expertise in working with Corporate Professionals and Executives. He employs an established 5-step financial strategy process specifically tailored towards the unique career journey of professionals and executives to help them achieve their personal financial goals. Cory's expertise is centered on helping individuals identify their primary risks in retireme

nt and developing a strategy to help them mitigate market downturns while protecting and growing their life savings.

�� Are you a Professional or Executive working hard to climb the corporate ladder to achieve your personal income and retirement goals?

� Chances are you are busy fighting fires and dealing with the constant challenges that come with a corporate management position.

� Most professionals and executives spend long hours helping their employer to succeed but often lose sight of their own personal goals for financial freedom.

� As a result, they unintentionally end up working more years before retirement than planned.

�� Have you thought about the following?

� If you lost your job today, how much do you have saved and how does this impact your plans for retirement?

� Have you recently analyzed your portfolio to see how it would perform if we were to face another market downturn such as those in 2008 or 2020?

� Do you know when you can retire or how much money you would need to retire comfortably and maintain the lifestyle that you desire?

�� These are some of the many questions that I can help you solve.

�� Avoid this: “Being a Top Performer, having a high income, but still having to delay retirement for years due to the lack of a proper financial strategy…”

��If you need help with this, feel free to reach out to me:

Phone: 865-671-1718
E-Mail: [email protected]
/*********/
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Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

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Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/3UB9XsR

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You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand content and live webinars — at no additional cost to eligible organizations.

Help employees with their personal finances

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Thank you to everyone who helped make a difference.

Stay up to date with the latest developments, trends and daily insights on the market.
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Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4zP6lDB

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08/28/2026

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be used as an opportunity to better position your financial strategy for long-term success. Let's discuss strategies that might make sense for your situation.

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08/26/2026

On Bloomberg's "The Close," our Principal, Head of Investment Strategy Mona Mahajan shares perspectives on several themes shaping today's market environment, including earnings, artificial intelligence, inflation and the broader economic outlook, and considerations for investors in the months ahead.

Watch the full interview: https://bit.ly/4gmGYS4

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Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4zFVvzO

Address

10820 Kingston Pike, Ste. 20
Knoxville, TN
37934

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 7pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+18656711718

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