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2601 Annand Drive, Suite #12, Wilmington, DE 19808

302-543-7424
info@genesiswms.com
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Our Team

At Jervey Genesis Solutions, building long-term relationships with clients is our priority.
Together, we carefully chart a course to pursue financial success.

Paul Jervey

Paul Jervey, CFP®

Founder and CEO

302-543-7424

pauljervey@genesiswms.com

Paul graduated from Delaware State University with a Degree in Business Management and Finance. Mr. Jervey has been in the finance and banking industry since 2004. He started his career at ING Direct. By 2008 he began working with New...

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Michelle Turco

Michelle Turco

Vice President of Operations

302-543-7424

For over 35 years, Michelle Turco has been contributing to the financial industry. Michelle began working with Paul in 2015. As Office Manager, she assures their clients receive the best possible customer service and is an expert at...

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Frankie McVeigh

Frankie McVeigh

Insurance Consultant

He graduated from St. Joseph’s University with a degree in Marketing and a minor in Risk Management and Insurance. His previous industry experience includes working with as an insurance consulting intern. Frankie is an avid golfer, ice...
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Total Office Inc.

Total Office Inc.

Client Services

3025437424

info@genesiswms.com

Our Strategic Operations Partner: Total Office, Inc. Pioneers in Virtual Support for Financial Advisors Since 1992 At Jervey Genesis Solutions, we are proud to partner with Total Office, Inc., a trailblazer in the virtual assistant...

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TownSquare Capital

TownSquare Capital

Institutional Investment Partner

At Jervey Genesis Solutions (JGS), Orion Trade Desk serves as our dedicated Portfolio Management Specialist, delivering precision, consistency, and operational excellence across every client account. Working closely under the direction...
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When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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