Our Team

Jerilyn Blue has been a local Wealth Manager serving families, independent women and business owners in the community over 20 years. Advanced legacy, tax-efficient investment and retirement income transition planning are her specialties. That has been the case since she was a Vice President level Senior Financial Advisor in Fortune 500 firms, through her time as Clarity’s Managing Director.

Her securities registrations- Series 7,24, 63,65 and insurance licenses are held through LPL Financial.  The combination of experience,  Business & Finance teaching credentials, industry designations- AIF® CRPC® CFP® allow her to serve today's clients with a life strategist approach to this economy.

Personal Philosophy: Aim to assist with a high standard of care wherever possible. ~ Inspired by 2 Peter 1- 8 AKJV

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. Our account co-advisors and service team have over 80 years of combined industry experience.

Alliances with an experienced group of tax, law, real estate and life strategy specialists, allow us to be highly customized in the scope of our client solutions. This approach is especially valued by those with complex issues requiring creative solutions.