Kerri Goldsmith
Senior Financial Advisor | Wealth & Investment Management for Executives, Entrepreneurs & Families | Personal Financial Planning | Turning Complex Finances into Clear, Confident Decisions
- Role
- Senior Financial Advisor at HBKS Wealth Advisors
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
About Kerri Goldsmith
Senior financial advisor with a history of working closely with clients to address their financial situations, aspirations and goals. My team and I provide comprehensive financial planning including wealth management and preservation, tax efficient portfolio planning, planned giving, insurance (Long-Term Care, Disability, and Life Insurance) and customized investment strategies. We are committed to multi-generational wealth and estate planning to help our clients and their families achieve their goals. HBKS also offers a range of solutions to help business owners meet their financial goals and responsibilities.
Experience
Senior Financial Advisor
Sep 2020 — Present · Fort Myers, FL, US
Provide comprehensive wealth management services to individuals and families, integrating holistic financial planning with disciplined investment management, following the fiduciary standard. Partner closely with clients to clarify goals, manage complexity, and build strategies that support long-term financial security through every stage of life. Work collaboratively with attorneys, CPAs and other professionals to support informed decision-making. As part of the firm\'s senior management team, help lead new technology and service initiatives, represent the firm in the community, and mentor interns and young professionals.
Education
University of South Florida
BS, Marketing
Stetson University
none, Business Administration
Lake Region State College
AS, Business Administration
College for Financial Planning
CFP Certification Professional Education Program, Chartered Retirement Plans Specialist, Financial Planning
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