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Jeris B. Gaston, CFP®, CRPC®

Partner

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

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Jeris has been advising clients since 2007 in areas of wealth accumulation, 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 is a Birmingham Rotary Club and Birmingham-Southern College Alumni Board member. She is past president of the Rotaract Club of Birmingham and the junior board of the YWCA of Central Alabama.

Jeris is married to Jordan Gaston and is a mother to twin boys, Graham and Hayes. When she isn’t on the soccer field with the twins or working in her vegetable garden, you can find her trying all the delicious culinary treats that Birmingham, Alabama has to offer!

Affiliations

  • Rotary Club of Birmingham: 2018 - present
  • Rotaract Club of Birmingham: Alumni & Past President 2009 - 2018
  • Rotary International Membership Growth Committee: 2018 - present
  • Birmingham Southern College: Alumni 2005 - present
  • Alabama Leadership Initiative: Class of 2021-2022
  • Leadership UAB: Alumnae 2011
  • Leadership Shelby County: Alumnae 2010

Honors & Awards

  • Alabama Corporate Leader Award: 2017 YP Summit
  • Birmingham Business Journal's 2017 Top 40 Under 40
  • Charles C. Collat Senior Distinguished Leader Award, Rotaract Club of Birmingham
  • Rotary District 6860 Distinguished Leader Award
  • Best in Minority Business Outstanding Young Professional Award

Education

  • Birmingham-Southern College, 2005
    Bachelor of Arts in History, Distinction in Leadership Studies
  • University of Dublin, Trinity College, 2007
    Masters in Philosophy
  • CERTIFIED FINANCIAL PLANNER™, 2013
  • Chartered Retirement Planning Counselor™, 2012