Kerrie’s congenial personality, thoroughness, and attention to detail are among her strongest attributes. She believes that building and maintaining client relationships are an invaluable part of client service. Kerrie joined Loring Advisory Group in 2000 as a Client Service Associate. As the longest-tenured assistant, she has been instrumental in the development of policies and procedures for the business.
Kerrie has been an Administrative Assistant since 1991. She began her career in the financial services industry in 1997 as an assistant to advisors of LPL Financial.
- Certified Executive Secretary
- FINRA Investment Company and Variable Contracts Product Representative Exam (Series 6)
- FINRA Uniform Combined State Law Examination (Series 66)