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Member of LCOB Advisory Council
Kerry has lived in Naples since 1981 and began providing wealth management services to clients in and around the Naples area in 1990. In addition to her undergraduate degree from the University of Florida, Kerry graduated from the Florida Bankers Association Trust School in 1993 and later earned her Certified Trust and Financial Advisor (CTFA) certification. Before joining Naples Global Advisors as a Principal, Kerry served in key management and administrative roles with various financial institutions. Kerry now serves as the Chief Compliance Officer for Naples Global Advisors and is the firm’s trust and estate administration specialist.
She truly enjoys her community and fund raising activities. She is currently active with the FGCU Lutgert College of Business Advisory Council, the Board of Directors for The Children’s Advocacy Center of Collier County as Board President and the Southwest Regional Council of Leadership Florida.
She has proudly held leadership and board roles and served many other organizations including the YMCA of the Palms, the Shelter for Abused Women & Children, Youth Leadership Collier and the annual YMCA Red Snook Catch & Release Fishing Tournament. She is an active alumna of Leadership Florida, Leadership Collier and Florida Blue Key.
She is married to Todd and they have three children.