Alex Kerr

Client Services Associate @ Cappelle Wealth Management

Role: Client Services Associate at Cappelle Wealth Management
Location: Barrington, IL, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Alex Kerr

I am currently a Senior in the Tippie School of Business at The University of Iowa. I am…

Experience

Client Services Associate
Cappelle Wealth Management
Jan 2025 — Present · Barrington, IL, US

Education

University of Iowa
Bachelor's degree, Business Administration and Management, General
Barrington High School
High School Diploma

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Alex Kerr

Experience

Client Services Associate

Education

University of Iowa

Barrington High School

Find verified contacts for anyone on LinkedIn