A wealth of expertise to support your goals
Financial Planner, RJFS
Kerry has considerable expertise in financial planning and investment management with over 15 years as a financial services professional. She provides investment advisory services to high‐net‐worth individuals, families, corporate executives, entrepreneurs, and non‐profit organizations. Kerry has a passion and niche for women, specializing in assisting those in transition such as widows and divorcees.
She prides herself in providing education, comfort, and empowerment to all clients she cares for. Kerry devotes the majority of her time to visiting and communicating with MCM clients. She develops, implements and monitors financial and investment plans designed to help achieve long‐term goals. She has an expertise in hybrid life/long‐term care insurance and serves the needs of MCM’s 401(k) plan clients.
Kerry began her financial career as a Branch Assistant at Mendham Capital Management in 2007. She then moved on to institutional fixed income sales at Sterne Agee where she spent five years selling municipal, agency and mortgage‐backed bonds to community banks throughout the eastern US. She rejoined MCM in 2014.
Kerry is a registered investment adviser representative and holds Series 7 and Series 66 licenses, as well as life, health, long‐term care and variable annuity licenses. She holds the professional designations of Accredited Wealth Management AdvisorSM and Certified Divorce Financial Analyst.
Kerry is a member of Morris County Chamber of Commerce, the LGPA Amatuer Golf Association Northern New Jersey Chapter, and The Bond Club of New Jersey. She is active in her school community and coaches her son in various sports.
Kerry lives in Bridgewater, NJ with her husband, Garrett, and 8‐year‐old son, Gavin. Her step‐daughter, Jenna & fiancé, Bob live in northern NJ. Her step‐son, Michael lives at the NJ shore. She enjoys spending time with family and is an enthusiastic golfer.