Chocolate tower truffle cake from the Cheesecake Factory
Favorite Sports Team
Jamaican bobsled team
As the Managing Director of Client Advisor Services, Kerry uses her 21 years of experience to guide, mentor and support the exceptional team of Lexington wealth advisors. In her role, she ensures that all Lexington clients experience a high touch, personal connection with their advisory team. She oversees all aspects of the firm’s wealth management offerings to provide unparalleled service and relevant deliverables to secure confidence and trust in Lexington Wealth. She understands that wealth management is not a commodity, it is personal, and so is your relationship with us.
Prior to joining Lexington Wealth, Kerry was Vice President for Peak Financial Management. During her 18 years at Peak, she worked closely with clients, their families and other financial professionals. As one of Peak’s Wealth Advisors, she was responsible for relationship management, financial planning, portfolio management and investment selection. Kerry earned her Bachelor of Science degree in Management from the University of Massachusetts at Boston. She holds her Series 65 license.
Kerry lives in Framingham with her husband and their daughter. She holds a Pastry Arts certificate from Newbury College and is an advocate for eating dessert first. She enjoys cooking, long walks at the park, personal fitness, music, reading and spending time with family and friends – hopefully on the beach.