With more than 25 years of experience in financial planning and investment management, Kerry Haines has the accumulated knowledge and perspective to help you with your financial goals. Kerry understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Kerry will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Kerry endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what she learns about you and your goals and an analysis of the current financial markets, Kerry designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Kerry puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Kerry began her career in financial services in 1995 and previously spent 11 years with Wells Fargo Advisors, nine years with Smith Barney, and five years with Prudential Securities. Today, Kerry provides customized portfolios and financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.
A native of Chicago, Kerry resides in Fort Myers, Florida. Away from the office, she enjoys reading, baking and golfing.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.