Jerry Proter, CLU®, ChFC®

Jerry Proter CLU, ChFC, is Chairman and CEO of Coble Cravens, a comprehensive financial planning, investment advisory and employee benefits firm. He has been in the financial services and insurance fields since 1976.

Jerry has extensive experience with business owners and families, providing insight on the best use of financial and insurance solutions to pursue their goals and objectives. He has regularly attended The Heckerling Institute on Estate Planning, sponsored by the University of Miami School of Law and completed courses at George Washington University concentrating on Business Administration and attended American College where he received his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®).

Jerry has served as Chairman of the Travelers Life and Annuity Producer Council and on many other councils advising insurance companies and broker/dealers regarding their products and services. He and his wife Shlomit have been married for over 40 years and live in Irving. He has two daughters, Daphna and Roni, who live in Dallas.

Areas of Focus
Estate Planning
Retirement Planning
Wealth Management
Employer Sponsored Savings Plans
Business Continuity Planning

Designations / Licenses
Series 7, 63 and 65
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Group 1 (Life and Health) Insurance

Education
Long Island University
B.S. in Engineering