A wealth of expertise to support your goals

Kerry Mellott
Kerry Mellott, AWMA
Investment Consultant

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 U.S. She rejoined MCM in the fall of 2014.

Kerry now devotes the majority of her time to visiting with MCM clients and developing, implementing and monitoring financial and investment plans designed to help achieve long-term goals. She also serves the needs of MCM’s 401(k) plan clients and has developed an expertise in hybrid life/long-term care insurance. 

Kerry is a registered investment advisor 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 designation of Accredited Wealth Management Advisor.

Kerry lives in Rockaway, NJ, with her husband, Garrett, and their children. She enjoys spending time with family and is an enthusiastic golfer.

Great things in business are never done by one person. They’re done by a team of people.
Steve Jobs
A trusted voice for financial decisions