Kerri Carter is a native of Dobbs Ferry, NY. In 1993, once her heavy travel schedule ended, she finally settled down in Sarasota. She started her career working for the family consulting business of Coast to Coast Computers, Inc. as the Director of Administration. In 2000, after the intense Y2K workload subsided, she joined Morgan Stanley in their Sarasota, FL office and acquired her Series 7, Series 66, and Life, Health, and Variable Annuity Insurance licenses.
In 2006 she left Morgan Stanley to join the Sarasota office of Raymond James & Associates. She became the Branch Manager's Assistant and acquired her WMS, Wealth Management Specialist. She then assisted Jim Zientara with opening his new Raymond James branch in 2009 where she is the Office Manager.
Kerri was home schooled through the Christian Liberty Academy located in Arlington, IL specializing in Professional Management. This institution is widely used for young adults of Consular personnel and Government officials with heavy travel requirements. Her parents had worldwide business dealings and as a result she was constantly on the go. This experience allowed her to meet many interesting people and diverse cultures from all continents.
Kerri, like her father, is listed in Marquis Who’s Who in the World, Marquis Who’s Who in America and Marquis Who's Who in Science & Engineering. In 2018, Kerri was chosen for the Albert Nelson Marquis Lifetime Achievement Award because of her twenty-five years of extensive charity involvement. Kerri, and her family, continue to volunteer with multiple events and organizations every year. Kerri is on the board of directors for the Giving Alliance of Myakka City.
Raymond James is not affiliated with the other organizations listed.
The Albert Nelson Marquis Lifetime Achievement Award - This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with this entity.