With over 15 years of investment management experience, Kerrie focuses on asset allocation, portfolio management, financial planning 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 earned a BA in Economics from DePauw University in Greencastle, IN and an MBA from Duke University in Raleigh Durham, NC. She also holds the CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Planner (CDFA) certifications. Kerrie holds the Series 7, 63, 65, 31 and Life, Health and Annuity licenses.
Kerrie resides in Lighthouse Point, FL, with her daughter. She enjoys playing golf, running and spending time with family.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.