Jeris B. Gaston, CFP®, CRPC®

Financial Advisor

I take my clients’ financial well-being very personally. My role is to help them be accountable to themselves when it comes to the steps they need to take to pursue their goals.”

Jeris has been advising clients since 2007 in the areas of wealth accumulation, retirement planning, education planning, investment management, and comprehensive financial planning. She has obtained the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Retirement Planning Counselor™ designation. Jeris recognizes the importance of seeing the big picture while helping clients reach their short-term and long-term goals.

Jeris has built her practice while maintaining an active role in the community. She currently serves on the Junior Board of the YWCA of Central Alabama, the Birmingham-Southern College Norton Board of Advisors, and is an active member of the Rotaract Club of Birmingham.

Jeris is married to Jordan Gaston and is a mother to twin boys, Graham and Hayes. In her limited spare time, she enjoys visiting Birmingham’s fantastic restaurants, gardening, and running.