Partner, Certified Financial Planner and Financial Adviser @ Main Street Financial Solutions (July 2012 - September 2025)
Certified Financial Planner and Financial Adviser @ Merrill Lynch - Red Bank NJ (January 2006 - July 2012)
Institutional Equity Sales Trader @ Merrill Lynch, New York City/London (July 1989 - June 2004)
Kerrie Debbs Education
University of Notre Dame
Bachelor of Arts (B.A.) (English Language and Literature; Business)
Fordham Gabelli School of Business
Master of Business Administration (MBA) (Finance)
Kerrie Debbs Skills
401k
Asset Allocation
Asset Management
Asset Managment
Certified Financial Planner
Equities
Estate Planning
Finance
Financial Advisory
Financial Planning
Financial Services
Fundraising
Goal Setting
Investment Advisory
Investments
Non-profits organizations
Portfolio Management
Saving for Education
Securities
Strategic Financial Planning
Strategic Partnerships
Wealth
Wealth Management
Kerrie Debbs Summary
Kerrie Debbs, based in Cary, NC, US, is currently a Managing Director, Wealth Advisor at Farther. Kerrie Debbs brings experience from previous roles at Main Street Financial Solutions, Merrill Lynch - Red Bank NJ and Merrill Lynch, New York City/London. Kerrie Debbs holds a Bachelor of Arts (B.A.) in English Language and Literature; Business @ University of Notre Dame. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Asset Managment, Certified Financial Planner and more. Kerrie Debbs has 2 emails and 2 mobile phone numbers on RocketReach.
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