Her specialties include organization and management of family wealth, income and estate planning techniques, and charitable giving strategies.
Prior to joining Raymond James and the team at Family Wealth Planning Group, Mrs. Keric advised affluent families at Accredited Investors, Inc., a nationally acclaimed financial planning firm in Minneapolis, Minnesota. Mrs. Keric established her career at Accenture Ltd., as a management consultant for several Fortune 500 companies.
Mrs. Keric graduated with honors from the University of Minnesota Carlson School of Management, earning a degree in Finance. She subsequently obtained her Masters Degree in Personal Financial Planning from the College for Financial Planning in Denver, Colorado.
Mrs. Keric was selected to be part of the Leadership Collier Class of 2015 and is actively involved in various initiatives to educate youth and the community on the importance of financial literacy.
Mrs. Keric resides in Naples, Florida with her husband and three children.
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.