Gerald C. Newcombe

A graduate of the University of Vermont, Gerry secured his Chartered Life Underwriter designation in September of 1975 and the Chartered Financial Consultant degree in 1984 from the American College at Bryn Mawr Pennsylvania. There have been continuous courses relating to investments, business management and taxation since. He is a graduate of the 63rd Agency Offices School and Stonehill College Management Program.

In the 80s he became a Registered Investment Advisor Representative and obtained a New Hampshire Insurance Consulting license, allowing him to consult in these areas. For years there was participation in the International Association for Financial Planning or IAFP as it was commonly known.

Other professional associations included the Association of Life Underwriters of which he served as President and the State Board of Directors as well as President and New England Director of the Life Insurance Management Association commonly called LIMA.

During these years the greatest interest and activity was consulting in Farm and Business Planning for the transfer of business to another generation or owner. A lifetime of interest in stocks and equities commenced while waiting for overseas discharge at Governor's Island - almost at the foot of Wall Street for a five month period with no strict military duties. This has always been at the core of professional work information.

Community contributions were centered around the local Congregational Church leading to terms as Deacon and the Concord Rotary Club.

Contact:

For more information please see: www.geraldnewcombe.com