Gerald J. Miletics, Jr.

Gerald J. Miletics, Jr.

Senior Partner

Jerry started his career with AXA Advisors in 1999 after graduating from the Pennsylvania State University.  As he built his practice, he continued to focus on what was most important to him-his clients. 

His main objective is to create financial plans that his clients can understand and are comfortable implementing.  Financial planning does not have to be complicated and he prides himself in taking the time to educate his clients.  His belief is that a well-informed client has the confidence to make financial decisions which will impact their lives and the lives of their loved ones for generations to come. 

In order to better serve his clients, Jerry co-founded The Rockland Group-Wealth Management, LLC.  He serves as the managing partner and CEO.  The Rockland Group provides advice for thousands of households and has over $500,000,000 in assets under management. 

Although Jerry gets to interact with his clients daily, he also enjoys mentoring the next generation of financial planners.  Jerry believes he can impact the lives of even more people by helping other financial planners to better understand their roles in helping others. 

Jerry resides in Northampton with his wife Heather and their three children Trey, Ava and Grady.

 


 

Education, Professional & Civic Affiliations

 

Graduate of Pennsylvania State University in 1997.

 

FINRA Registrations: Series 24, 63, 65, 6 and 7

FINRA Registered in:

SC, WA, RI, PA, NJ, NY, FL, NC, NM, NV, OH, & GA

Life and Health Licenses:

PA, NJ, NY, NC, OH, RI, WA, MD & FL

 

A large part of Jerry’s practice has been and continues to be working with public school educators:

 

He supports professional organizations such as Pennsylvania Association of School Business Officials (PASBO), the Pennsylvania Association of Career and Technical Administrators (PACTA), and the Lehigh Valley ASBO.

 

Jerry is also a life member of the Pennsylvania State University Alumni Association. 

 


Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 610-606-0535
Fax 610-606-0575