Kerry Kungel has been serving the financial needs of professionals, business owners and their families for more than 18 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Kerry takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Kerry works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James' extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Kerry works diligently to help you develop both your personal financial plan and a detailed investment strategy.
Kerry's planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from Lafayette, Indiana, Kerry graduated from Purdue University with his undergraduate degree, as well as the Harvard Business School where he earned an MBA. He also earned the professional designations of Certified Financial Planner® from the CFP Board, and Chartered Retirement Planning Consultant™ from the College for Financial Planning.
Prior to joining Raymond James in 2025, Kerry worked for UBS Financial Services, Inc. for 18 years. Away from the office, Kerry enjoys cycling, swimming, kayaking and spending time with family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.