Smart Advice Client Focus
Kerry is a Principal Financial Counselor and has been with Weston Financial since 1985. 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 [PDF]
Washington Trust Wealth Management
News & Resources
Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency