Director of Wealth Strategies
As part of the Wilmington Trust Emerald Family Office & Advisory® team, Kerry is responsible for providing strategic and holistic wealth planning advice to high-net-worth individuals, entrepreneurs, executives, and their families by reviewing and illustrating their current plans, highlighting potential deficiencies, and modeling effective tax and estate planning strategies. In addition, Kerry advises on all areas of estate and trust administration and charitable planning.
Kerry has more than a decade of experience in the field of trusts and estates and has worked with successful individuals and families throughout the world. She has also worked closely with private foundations and public charities, advising on their administration and operation. Prior to joining Wilmington Trust, Kerry was an attorney in the Wealth Management Group of Choate, Hall & Stewart LLP in Boston, Massachusetts and prior to that, an attorney on the Trust and Estates team at Schlossberg, LLC in Braintree, Massachusetts.
She is a member of the Massachusetts bar, the New Hampshire bar, and is admitted to several federal courts. She holds her LLM in Taxation with a concentration in estate planning from Boston University School of Law, her JD from UMass Dartmouth School of Law, her master’s degree from Bridgewater State University, and her bachelor’s degree from Bridgewater State College.
Kerry is a member of the Boston Bar Association (BBA) and the New Hampshire Bar Association. Currently, she is the co-chair of the Estate Planning Committee under the T&E Section of the BBA where she is a regular speaker. Kerry lives on the South Shore of Massachusetts and enjoys spending time with her family, traveling, and lots of outdoor activities.
Wilmington Trust is not authorized to and does not provide legal, accounting, or tax advice.