PROFESSIONAL PROFILE
Kerrie Wagner, CERTIFIED FINANCIAL PLANNER ™ certification awarded by the Certified Financial Planner Board of Standards, Inc. is a Financial Advisor in the Red Bank, New Jersey office of Merrill Lynch. Her focus is on forming long-term relationships and helping clients with all aspects of their financial lives.
Kerrie brings 22 years of industry experience - entirely with Merrill Lynch. Her approach starts with sitting down and helping clients determine their lifetime needs, goals, and risk tolerance. With careful consideration, Kerrie and the client work together to implement solutions to achieve both their day-to-day and long-term financial goals.
Special focus is placed on preserving and growing retirement assets. Kerrie's approach emphasizes professional money managers combined in such a way to achieve portfolio diversification on a global scope. Kerrie's clients also have access to a wide array of investments including government and municipal bonds, FDIC insured CDs, individual stocks and mutual funds.
Attention to detail, portfolio performance, and superior client service are Kerrie's primary objectives.
If you or a friend or family member encounter a major life event including:
* Retirement
* Job Change
* Marriage
* Death of a Relative
* Divorce,
please consider sitting down to review your biggest financial concerns - and real solutions.
Kerrie graduated from the University of Notre Dame in 1989 and holds an MBA from Fordham University. She is a life-long resident of the Jersey shore and has worked in Merrill Lynch offices in New York, London, and Red Bank, NJ.
Kerrie is involved in several local and metropolitan-area charities and business associations including the Count Basie Theatre in Red Bank, Atlantic Highlands Chamber of Commerce, the Womens Heart Health intitiative of the Meridian Health system, and the Notre Dame Club of the Jersey Shore where she serves as President.
Please feel free to contact Kerrie with questions you may have by calling (800) 518-9934, or emailing kerrie_wagner@ml.com. Thank you for visiting the website!