Kerri has over 27 years of experience in the financial services industry. She began her career as a client associate with Merrill Lynch. Over the years, she has also worked for Morgan Stanley Smith Barney and Wells Fargo Advisors. Kerri enjoys serving others and loves creating an outstanding client experience. She firmly believes in developing personal relationships with clients so she can best understand their unique needs.
Kerri lives in Cape Coral with her family. She has three sons who are the light of her life. She also has three dogs and one cat - all are rescues! She enjoys her down time reading, baking, and being outdoors. Kerri has always been “mom” to all her son’s sports teams and loves helping raise young men. Her favorite pastime is watching her sons play and coach sports. Her oldest son is a teacher who coaches soccer. Her middle son plays professional soccer in Australia and her youngest plays college football.
She has been involved with organizations such as Habitat for Humanity, The Harry Chapin Food Bank, and youth soccer.