“I love that we connect the head and the heart since one can’t exist without the other. I believe our work increases our clients’ happiness and fulfillment as they pursue their goals and passions beyond the financial world.”
Kerry joined Lexington Wealth Management in 2014 as a managing director - senior wealth advisor. She embraces a holistic approach to working with clients and is a careful, empathetic advisor. Kerry pursued the Registered Life Planning designation to enhance her ability to help clients recognize what is most meaningful in their lives so that their life and money can go on the same journey.
In her role as managing director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values. The firm’s culture defines who we are, guides our actions and decisions and cannot be compromised.
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's degree in management from the University of Massachusetts at Boston. She holds her Series 65 license. She became a Registered Life Planner in 2019.
Kerry lives in Framingham with her husband, Steve, and their daughter, Jacqie. 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, movies and spending time with family and friends – hopefully on the beach.