For more than 21 years, Kerri Wilkes has built trusted relationships with individuals, multigenerational families, and business owners—helping them navigate life’s financial decisions with clarity and confidence. By truly getting to know her clients on a meaningful level, she helps make sense of complex financial situations and ever-changing markets.
Kerri joined Commonwealth Financial Network® in 2004 and values the firm’s commitment to advanced technology and advisor support, which allows her to consistently deliver a high level of personalized service. She takes a holistic, long-term approach to financial planning, with a goal to help clients grow, protect, and manage their wealth while aligning financial strategies with what matters most to them.
As a working mom of a 10-year-old and a 3-year-old, Kerri understands the importance of balance and intentional living. She remains active in her local community and the CFP® professional community, and enjoys staying active through volleyball, strength training, and travel.
Kerri holds a Bachelor of Arts degree in Finance from Gordon College and earned her CERTIFIED FINANCIAL PLANNER® certification in 2009. She also maintains FINRA Series 7 and 66 securities registrations, as well as a Massachusetts life and health insurance license.
Kerri Wilkes is proud to have been recognized as a Summit Level advisor for 2025—a distinction based on annual production that places her among the top 35 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
2014-2026 Five Star Wealth Manager Award, created by Five Star Professional. The 2026 award was presented in 02/2026 based on data gathered within 12 months preceding the issue date. 4,973 advisors were considered, 449 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.