Kerri L. Wilkes
Specializing in providing Women & Multigenerational Families confidence in their Financial Plan at Commonwealth Financial Network
- Role
- Wealth Advisor at Commonwealth Financial Network
- Location
- Danvers, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kerri L. Wilkes
For more than 19 years, I have been getting to know on a real level individuals…
Experience
Wealth Advisor
Commonwealth Financial Network
May 2004 — Present · Topsfield, MA, US
Skills
- Financial Advisory
- Finance
- 401k
- Life Insurance
- College Education Planning
- Trusts
- Series 66
- Wealth Management
- Retirement Planning
- Securities
- Investments
- Tax Planning
- Series 7
- Charitable Gift Planning
- Estate Planning
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