Jerry Yox, CFP®

Jerry is a Senior Financial Advisor at MCF, based in our Cincinnati office. He works closely with clients and their families to define meaningful financial goals and build thoughtful, personalized strategies to help achieve them. Jerry is committed to delivering thoughtful, personalized guidance built on long-term relationships and trust.

Prior to joining MCF, Jerry spent more than 20 years at Fidelity Investments, where he held advisory and management roles. He later served as a financial advisor at TIAA-CREF for three years. Jerry holds a Bachelor of Arts in Finance from the University of Dayton.

Originally from Dayton, Ohio, Jerry lives in Cincinnati with his wife, Amy, and their four children, Paige, Taylor, Carter, and Colin. He is actively involved in his community, serving on the St. Bart’s Parish Council and co-chairing the annual St. Bart’s Summer Festival. He has also served as Treasurer and President of the St. Bart’s Athletic Association and previously coached his children in volleyball, basketball, and soccer. In his free time, Jerry enjoys spending time with family and friends, exercising, and watching sports.