Gerry Goertz

Title: The Innovative Mind of Gerry Goertz

Introduction

Gerry Goertz is a notable inventor based in Asheville, NC (US). She has made significant contributions to the field of financial services through her innovative patent. With a focus on enhancing brokerage account systems, her work has the potential to transform how clients interact with financial advisors.

Latest Patents

Gerry Goertz holds a patent for "Systems, apparatus and methods for establishing a flat fee brokerage account system." This method involves creating a commission-free fee-based brokerage account for clients. It maintains a balance between the account's fee, investment activity, services received, and compensation to the financial advisor. The system allows for customized flat fee pricing based on various factors, including investment objectives and risk tolerances. It also includes a dynamic pricing process that adjusts compensation for financial advisors based on specific scenarios.

Career Highlights

Gerry has made a mark in the financial services industry through her work at UBS Financial Services Inc. Her innovative approach to brokerage account systems showcases her commitment to improving client experiences and financial advisor relationships.

Collaborations

Gerry has worked alongside talented colleagues, including Bruce Bursey and Eric T. Jones. Their collaboration has likely contributed to the development and refinement of her innovative ideas.

Conclusion

Gerry Goertz is a pioneering inventor whose work in establishing flat fee brokerage account systems is reshaping the financial services landscape. Her contributions reflect a deep understanding of client needs and the complexities of financial advising.