Kerry brings twenty years of experience to the firm working with high net worth and ultra high net worth individuals, families and their wealth management advisors. In addition to working in the area of personal risk management, Kerry's strengths lie in her product expertise and best in class personal service to high net worth clientele.
Kerry began her insurance career as a sales executive working with personal lines products. She has also held the position of Senior Account Executive with one of the largest global professional services firms in the United States as well as the Director of the Private Client Group for a large privately held local brokerage.
In addition to attending the University of Massachusetts, Kerry holds a Massachusetts broker's license as well as the professional designation of Certified Insurance Counselor. She is an active member of the Boston Estate Planning Council and the Family Firm Institute.
The following article in the Insights section of our website, written by Kerry may be of interest to you:
"Protect Your Assets With an Excess Liability Policy".