Jerry Todd Fisher
Financial Advisor|RICP®
Professional
After receiving a Bachelor's Degree in Economics from the University of Iowa, Jerry has spent over 17 years in financial services, primarily in the banking industry. Looking to serve clients beyond banking, Jerry started his own financial practice with Northwestern Mutual in early 2016. He serves clients and their families in the Dallas-Fort Worth area.
Jerry runs a broad practice and works with a team of specialists to offer:
- Flexible financial planning for individuals and families
- Comprehensive planning for small business owners
- Guidance with multigenerational, legacy and estate planning
- Foundational planning for millenials and young families
"Education and strategic planning will help empower you to grow your income and protect your legacy." Jerry advocates, "I vow to help enrich your life by carefully developing a plan that fits your needs and ensures comfort and security."
Education
The University of Iowa - Economics (Bachelor of Arts)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
