Jack Gerling, JD

Senior Relationship Manager

Jack Gerling is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. His responsibilities include, but are not limited to, account administration, processing new and existing account paperwork, money transfers, estate settlement support, and communicating with clients to provide the highest level of service. Jack is an integral part of the planning and investment strategy for the clients we serve. Prior to joining Beacon Pointe, Jack was the Director of Operations at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Jack received his bachelor’s degree from Michigan State University and his Juris Doctorate from Thomas M. Cooley Law School. He is a member of the State Bar of Michigan and the Oakland County Bar Association.