Blowing Rock: (828)355-5834 | Morehead City: (252) 240-2400
Email: jerry@estateplanningctr.com

Our Team

Jerry Hanifan

Founder & CEO

Jerry Hanifan:  Professional Licenses & Designations

  • FINRA Investment Advisor Representative License - Series 66
  • LUTCF - Life Underwriting Council Fellow
  • FINRA Registered Representative Licenses Series 6,7,63
  • North Carolina Resident Life, Health and Disability insurance licenses
  • North Carolina Resident Variable Life and Annuity insurance licenses
  • Non-Resident New Jersey, Florida and Connecticut insurance licenses
  • Non-Resident New Jersey, Florida, Connecticut and Iowa Securities licenses
  • American Bankers Association certified training during banking industry years

Listen to an audio interview with Jerry Hanifan

Lori Scharnagl

Client Relations Manager

Sharon Doerr

Client Services Manager

Bob Bellia

C.P.A

Gerald Hanifan is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Estate Planning Center is not affiliated with USA Financial Securities.

Gerald Hanifan is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AL, CA, CT, FL, IA, IL, MO, NC, NJ, NY, OH, SC, TN. For investment advisory services these states include: AL, CA, CT, FL, IA, MA, MO, NC, NJ, OH, OK, SC.  This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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