Sandra Kerr Email & Phone Number
Partner and Wealth Advisor @ Perigon Wealth Management, LLC
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Sandra Kerr Location
- Troy, MI, US
Sandra Kerr Work
- Partner and Wealth Advisor @ (March 2024 - Present)
- Senior Wealth Advisor @ Lumin Financial, LLC (November 2019 - February 2024)
- 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
- Social Security
- 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 Social Security, Qualified Retirement Plans, Fiduciary, Retirement Plan Consultant, Retirement Savings and more. Sandra Kerr has 2 emails and 1 mobile phone numbers on RocketReach.
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