Jeris B. Gaston
CFP®, M.Phil.
Financial Advisor / Member Owner
I take my clients’ financial well-being very personally. My role is to help them be accountable to themselves regarding the steps they need to take to pursue their goals.
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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 received the Outstanding Professional Award from the Alabama Association of Fundraising Professionals in 20221. She earned the Community Foundation of Greater Birmingham Outstanding Professional Award in 20222, a Women to Watch for the Birmingham Business Journal in 20243, and leadership awards from both the Rotaract Club of Birmingham in 2024 and Rotary District 6860 in 2021 and 20244.
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.
Articles &
Media
Education &
Designations
- 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.) - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Rotary Club of Birmingham – member
- Alabama Leadership Institute – participant
- Leadership UAB – graduate
- Leadership Shelby County – graduate
- Leadership Birmingham – graduate
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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 Alabama Chapter National Philanthropy Day Award: This annual award, published in September 2022, honors donors, volunteers, fundraising executives, and professional advisors 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 2022 Community Foundation of Greater Birmingham Outstanding Professional Award: This annual award published in September 2022 honor 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.
3 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.
4 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.