Financial Advisor

Keri joined Professional Planning Group in 2021 as a Client Service Associate supporting our financial advisors. As a Client Service Associate, her responsibilities involve administrative support, providing exceptional client service and investment trading.

Experience

Prior to joining Professional Planning Group, Keri worked at Coastal Wealth Management as a Client Service Specialist. She previously spent 15 years at UBS Financial Services in marketing under both the Wealth Management and Investment Bank divisions.

Education

Keri earned a Bachelor of Arts in English Literature from Georgetown University. She holds the Series 7, 63 and 66 licenses.

Community

Active in the community, Keri serves on the Board of Directors at the Watch Hill Yacht Club as well as the Advisory Board for Literacy Volunteers of Washington County.

Family

A native New Yorker, Keri lives in Westerly, RI with her dog, Piper.

Hobbies

In her free time she enjoys sailing, gardening and reviving her golf game.