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Hello, I’m
Jerome Williams
 with 
Lexco Wealth Management
Direct Line
914 468 8928
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Languages
English
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About

As an independent financial planner and investment advisor with over 30 years’ experience, Jerry and his team recognize that comprehensive, cost-effective Medicare solutions are vital to a happy and healthy retirement.

Medicare insurance selection can be overwhelming with a dizzying array of choices. Our job is to first, above all else, understand your specific needs, do the required work to analyze all of the available choices and locate the most affordable solution that best supports your needs.

We specialize in both Medicare Advantage and Medicare Supplement plans and also help clients navigate other parts of the complicated healthcare ecosystem, such as finding savings for their medications and qualifying for subsidy programs.

Jerry holds an MBA from Iona College in New Rochelle, NY and a BA from Pace University. He is a registered Financial Planner and Investment Advisor Representative. He further holds Series 7, Series 63, Series 66 and Life, Accident and Health licenses including Medicare AHIP training and certification. In addition he has extensive additional planning, management and financial services training.

Jerry is married and is a long time resident of New Castle, NY where he and his wife raised their two children.

How my team helps you
Behind me is a whole team of retirement specialists dedicated to ensuring that all your needs are met. Have a question about a medical bill, finding the right specialist, or a new drug benefit? We can help!
Jerome
We save you time
There’s a lot of administrative work in healthcare. Whether you need help finding an in-network provider or scheduling an appointment, let us handle it for you.
We understand what you need
As independent Medicare brokers, we're embedded within our communities, and are deeply knowledgeable about needs of our clients.
We help you make sense of your benefits
Whether you have a medical bill you're trying to make sense of, or want to know if a prescription is covered, you can always ask us.
We're a real person on the other line!
Give us a call at (855) 949-2097 or email help@sparkadvisors.com. Our friendly, helpful team will get you what you need.