Savant Wealth Management
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Jeris B. Gaston

CFP®, M.Phil.

Financial Advisor / Member Owner

205.208.8700

Overview

Jeris Gaston is a financial advisor in Savant’s Birmingham, Alabama, office. As a CERTIFIED FINANCIAL PLANNER® professional, she helps families and individuals navigate comprehensive financial planning with a focus on wealth transfer, philanthropy, proactive income and estate tax planning, retirement income strategies, and education funding.

Jeris joined the financial services industry in 2007 and advanced as an advisor and partner at Bridgeworth before the firm joined Savant in 2023. Her leadership in the community and the profession has earned statewide recognition. She earned the Community Foundation of Greater Birmingham Outstanding Professional Advisor Award in 20221, a Women to Watch for the Birmingham Business Journal in 20242, and leadership awards from both the Rotaract Club of Birmingham in 2024 and Rotary District 6860 in 2021 and 20243. In 2026, AdvisorHub named her to its 2026 “250 Advisors to Watch” RIA ranking, earning her the No. 60 spot in the ranking4.

She stays deeply engaged in service and leadership. She is a member of the Rotary Club of Birmingham and will serve as president of the club in 2027–2028. She also participated in the Alabama Leadership Institute and previously graduated from Leadership UAB, Leadership Shelby County, and Leadership Birmingham.

She earned a bachelor’s degree in history with a distinction in leadership studies from Birmingham‑Southern College and a Master of Philosophy (M.Phil.) from Trinity College at the University of Dublin, Ireland.

Jeris and her husband, Jordan, have twin boys, Graham and Hayes. When she’s not cheering from the sidelines at soccer games or tending her vegetable garden, she enjoys exploring Birmingham’s food scene and traveling the world with her family.

Areas of Focus

Jeris’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

  • Birmingham-Southern College
    Bachelor of Arts in History with a distinction in Leadership Studies
  • Trinity College at the University of Dublin, Ireland
    Masters in Philosophy (M.Phil.)

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional
  • M.Phil.

Affiliations

  • Rotary Club of Birmingham – member
  • Alabama Leadership Institute – participant
  • Leadership UAB – graduate
  • Leadership Shelby County – graduate
  • Leadership Birmingham – graduate

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

Office Locations

Serving clients from our Birmingham office.

Birmingham

101 25th Street North
Suite 100 Birmingham, AL 35203
t. 205.208.8700

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

1 2022 AFP Community Foundation of Greater Birmingham Outstanding Professional Advisor Award: This annual award published in September 2022 honors donors, volunteers, fundraising executives, and professionals as part of National Philanthropy Day. The recognition was based on philanthropic contributions and community involvement. No fee was paid for consideration or inclusion.

2 2024 Birmingham Business Journal Women to Watch: This annual rating was published in July 2024 by the Birmingham Business Journal. Honorees are selected annually by the publication’s editorial team based on demonstrated professional leadership, career achievement, and community involvement. No fee was paid for consideration or inclusion.

3 2021 and 2024 Rotary District 6860 Outstanding Leadership Award:
This annual rating was published in August 2021 and June 2024 by the Rotary Club of Birmingham. The award was presented by the Rotary District Governor to recognize excellence in leadership, dedication, and service to Rotary District 6860. Honorees are selected based on demonstrated leadership and sustained contributions to Rotary at the club, district, and international levels. No fee was paid for consideration or inclusion.

4 2026 AdvisorHub “250 Advisors to Watch” RIAs: This rating was published in June 2026 and was based on data from 12/31/24 to 12/31/25. AdvisorHub ranked financial advisors on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; Growth: relative year-over-year change in assets, clients and production; and Professionalism: regulatory record, community involvement, mentorship and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.
Methodology: https://www.advisorhub.com/resources/2026-advisors-to-watch/

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