Kerry has been with Weston Financial since 1985 and has been a Senior Financial Counselor since 1991. He serves as a financial officer and FINOP to the firm's securities business. Kerry works primarily with executives and senior managers from Fortune 500 companies, and provides strategic advice on income and estate tax, asset allocation, investments and risk management. He graduated from the University of Vermont with a B.S. degree in Business Administration, and received a Masters in Taxation, with High Distinction, at Bentley University. He is a licensed member of the Massachusetts Society of CPAs.
Form ADV Part 2B Brochure Supplement
