Broker Check
Gene Jester, CFP®, CPWA®, CRPS®

Gene Jester, CFP®, CPWA®, CRPS®


I heard someone say once that “taking the time to listen is an act of love.” I strongly believe that she is correct because everyone who comes to us for advice and guidance has a unique story and if we did not take the time to listen, we would never discover his or her story. So, in the simple act of listening we begin our journey together and determine the direction we are to take.

The foundation for my work as a Wealth Advisor was formed long before I entered the Financial Services industry. Its construction began while I was in Divinity School and during my first career as a parish minister. There I learned the importance of approaching my work with imagination. In that setting I learned how to build an organization from a dream and how to keep the dream alive by always remaining true to that dream. When after 18 years I began my current career, I transferred my dream to my new vocational setting. While some thought it an unlikely path to take, my two career paths have actually had much in common. At their core each has been dedicated to serving others and helping them become good stewards of their talents and their resources. At this stage in my career the high correlation between my two “callings” is clearer than ever. In both arenas there would have been little opportunity for success if trust, integrity, empathy, love of people, and the ability to communicate had not been the defining qualities of each.

Since forming our practice over 30 years ago, I have set high expectations for every team member to continually aspire to the highest level of competence and certification within our field. Our clients are constantly presenting us with new situations that stretch our thinking and our imaginations.

This means that ordinary entry standards in our business are not sufficient for the level of service and advice that we want to offer our clients. Each of us--Emma, Tracie, Cort, David, and I— understands the importance of always getting better at what we do. So, we are always students.

My own road to growth has included advanced rigorous studies leading to the following designations: Certified Financial Planner (CFP®), Chartered Retirement Plans SpecialistSM (CRPS®), Certified Private Wealth Advisor® (CPWA®).

Jeannie and I have four children between us, and six grandchildren—3 girls and 3 boys. While 5 of them are here in North Carolina, the youngest is in California so travel to the West Coast is an important part of our lives. We love the mountains and spend as much time as we can with our family there.

Our neighbors sometimes have the impression that we run a Pet Rescue agency because abandoned dogs and cats seem to show up often at our door, and they are always welcome. Our little dog Sandy has had to learn to share our attention. We now have one cat and another little dog and all 3 are over 12 years old.

We live in a 105 year old Victorian house near Chapel Hill surrounded by wondrous flowers and trees that Jeannie’s green thumb keeps beautiful.