Kerri Wilkes, CERTIFIED FINANCIAL PLANNER™
For more than 18 years, Kerri has been getting to know on a meaningful level individuals, multigenerational families, and business owners to help improve their personal and financial lives and make sense of the ever-changing financial markets. She joined Commonwealth Financial Network® in 2004 and continues to appreciate her firm’s focus on the necessary support and technology to ensure that she can provide the highest level of service to those she works with. Kerri’s passion is to provide her clients with an ongoing holistic approach to grow, protect, and manage their wealth.
Maintaining a work-life balance is important as a working mom of a 7-year-old & 5 month old, and Kerri believes it is the key to living a healthy, happy lifestyle. She stays balanced by getting involved in her local community and the CFP® professional community, and pursuing a variety of activities like playing volleyball, riding her Peloton, and traveling.
Kerri's market experience, coupled with a bachelor of arts degree in finance from Gordon College and the CERTIFIED FINANCIAL PLANNER™ certification, which was obtained in early 2009, provides an advantage to her clients. In addition, she holds the FINRA Series 7 and 66 securities registrations as well as the Massachusetts life and health insurance license.
Kerri Wilkes is proud to have been recognized as a Business Experience advisor for 2022—a distinction based on annual production that places her among the top 52 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.
2014-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/2023 based on data gathered within 12 months preceding the issue date. 3,923 advisors were considered, 578 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.