Senior Wealth Advisor @ (June 2016 - November 2019)
Fiduciary Consultant for Retirement Plans @ (August 2006 - May 2016)
Private Wealth Management @ Sagemark Consulting, Inc. (February 1993 - August 2006)
Sandra Kerr Education
University of Michigan
Bachelor of Science (Marketing)
1990
Plymouth Salem
Sandra Kerr Skills
401(k) Retirement Savings Plans
Social Security
Wealth Management
Qualified Retirement Plans
Fiduciary
Retirement Plan Consultant
Retirement Savings
Retirement Plan
Qualified Retirement
Sandra Kerr Summary
Sandra Kerr, based in Troy, MI, US, is currently a Partner and Wealth Advisor at Perigon Wealth Management, LLC. Sandra Kerr brings experience from previous roles at Lumin Financial, LLC, Baron Wealth Management, Vision Capital Partners and Sagemark Consulting, Inc.. Sandra Kerr holds a Bachelor of Science in Marketing @ University of Michigan. With a robust skill set that includes 401(k) Retirement Savings Plans, Social Security, Wealth Management, Qualified Retirement Plans, Fiduciary and more. Sandra Kerr has 1 emails and 1 mobile phone numbers on RocketReach.
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