Kerry Larkins

Senior Vice President & Senior Trust Officer @Magnolia Trust Company

Atlanta, GA, US

EMAILS

[email protected]

MOBILE NUMBERS

+14•••••••87

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WORK HISTORY

Apr 2025 — Present

Senior Vice President & Senior Trust Officer @Magnolia Trust Company

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Atlanta, GA, US

Managing the ongoing fiduciary and trust administration needs of multi-generational families with an advisor-friendly approach. As an independent fiduciary, Magnolia Trust Company, LLC provides trust administration services that grants flexibility in wealth advisor relationships. The firm offers strategic guidance across complex estate, tax, and legacy planning matters to further enhance the wealth advisor and client relationship.

EDUCATION

1996 — 2000

Wake Forest University

Bachelor of Science (BS), Analytical Finance

SKILLS

Financial ServicesEstate PlanningPortfolio ManagementFinancial AdvisoryNasd Series 66 - Nasaa Uniform Combined State Law (2003 - 2011)High Net Worth IndividualsAsset AllocationTaxNasd Series 7 - General Securities Representative (2003 - 2009)Financial PlanningWealthInvestmentsInsuranceNasd Series 31 - Futures Managed Funds (2005 - 2009)Strategic Financial PlanningTrustsWealth ManagementInsurance Licensed for Life, Accident, Health & Variable Products (2006 - 2011)Retirement Planning

ABOUT KERRY LARKINS

Kerry is a Certified Financial Planner (CFP®) and Certified Trust Financial Advisor…

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