Kerri Anne Goldsmith

Gestionnaire de Portefeuille-Actions chez HBK Sorce Advisory LLC

Profil

Ms. Kerri A. Goldsmith is a Senior Financial Advisor at HBK Sorce Advisory LLC.
She specializes in helping her clients fulfill their dreams through personalized financial planning, investing, and risk management services.
Her assistance helps her clients plan for their own future, their children’s or grandchildren’s education, or passing their wealth onto future generations or charitable causes.
She also works with businesses to provide qualified retirement plans and financial education for their employees.
She takes great pride in providing individualized, hands-on client solutions with strategic vision and problem-solving creativity that offer unique perspectives on financial planning.
She is active in numerous organizations.
She is a member of the Financial Planning Association of Southwest Florida, the Estate Planning Council of Lee County, and the Lee County Economic Development Office’s Women’s Advisory Committee.
She is a Board member of the Rotary Club of Fort Myers South and the Uncommon Friends Foundation.
She volunteers with United Way Allocations Team, Cape Coral Community Foundation, and the Women’s Foundation of Southwest Florida Empower her initiative.
She is a graduate of Leadership Lee County and is active in both the Greater Fort Myers Chamber of Commerce and the Cape Coral Chamber of Commerce.
She earned her Bachelor of Science degree in Marketing from the University of South Florida, as well as an Associate of Science degree in Business Administration from Lake Region State College.
She is a Certified Financial Planner.

Postes actifs de Kerri Anne Goldsmith

Sociétés	Poste	Début
HBK Sorce Advisory LLC	Gestionnaire de Portefeuille-Actions	01/11/2009