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 US. She rejoined MCM in 2014.
Kerry 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 has an expertise in hybrid life/long-term care insurance and serves the needs of MCM’s 401(k) plan clients.
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 designations of Accredited Wealth Management AdvisorSM and Certified Divorce Financial Analyst.
Kerry is a member of Morris County Chamber of Commerce, the LGPA Amatuer Golf Association Northern New Jersey Chapter, and The Bond Club of New Jersey.
Kerry lives in Bridgewater, NJ with her husband, Garrett, stepchildren Jenna and Michael, and 7-year-old son, Gavin. She enjoys spending time with family and is an enthusiastic golfer.
Raymond James is not affiliated with any organizations mentioned.