Gerald Finley

Gerald Finley, Co-Founder and Wealth Manager at Saorsa Wealth Management LLC, began his investment services career in 1993. Since January 2000, Gerald has been a Financial Advisor and Broker with Momentum Independent Network Inc. where he focuses on building long-lasting relationships to better understand each client's needs and desires leading up to and through retirement. Using a collaborative process, he creates unique and flexible financial plans for his clients.

Since October 2001, Gerald has also served as an OSJ Manager at Momentum Independent Network Inc. (formerly Hilltop Securities Independent Network), supervising financial advisors and insurance agents registered within his Office of Supervisory Jurisdiction.

Gerald previously served as Director of Compliance in the Bond Department at Southwest Securities, Inc. from January 1999 to July 1999, and as a Compliance Examiner from April 1994 to December 1998.

Since March 2023, Gerald has been joined by his wife, Jackie Finley, who has over 30 years of experience in the financial services industry. Together, they founded Saorsa Wealth Management LLC, focusing on offering investment advisory services primarily to individual investors.

Gerald earned his Bachelor of Business Administration (BBA) in Finance from the University of North Texas. Additionally, Gerald holds the following licenses: General Securities Representative, Investment Advisor Representative, General Securities Principal, Municipal Securities Principal, Options Principal and NYSE Branch Manager (FINRA Series 7, 65, 24, 53, and 4 ).

Gerald and Jackie have resided in Colleyville, Texas, since 2000.