With over 21 years of investment management experience, Kerrie focuses on helping her clients identify and resolve their financial challenges. She provides comprehensive financial planning and investment advice. Her focus is on helping clients increase their probability of successfully achieving their goals by employing modern portfolio theory regarding asset allocation, as well as portfolio and risk management. Prior to joining Raymond James in September 2012, Kerrie spent nearly 12 years as a Vice President and Financial Advisor at Morgan Stanley in Chicago, IL.

Kerrie is a B.A. graduate of DePauw University in Greencastle, IN and received her MBA from Duke University in Durham, NC. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Divorce Financial Analyst (CDFA™). Kerrie holds the Series 7, 63, 65, 31 and Life, Health and Annuity licenses.

Kerrie resides in Boca Raton, FL with her daughter. She enjoys playing golf, running, and spending time with family and friends.