Kerry Hegarty
Licensed Paraplanner at Kuttin Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
Based in Massapequa Park, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Massapequa Park
Industry
Financial Services
Company size
107
Contact information
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k•••••••@ameripriseadvisors.com
Phone
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Background
About Kerry Hegarty
As a licensed paraplanner at Kuttin Wealth Management, I provide financial planning and client service support to a team of advisors and their high-net-worth clients. I have successfully passed the SIE, Series 7, Series 66, and NY Life, Accident & Health exams, and I have developed strong organization, communication, and time management skills. I joined Kuttin Wealth Management in September 2022 as a wealth management intern, during my senior year at St. John's University. I was then promoted to client service associate in January 2023, and to licensed paraplanner in May 2023. I am passionate about helping clients achieve their financial goals and dreams, and I am always eager to learn and grow in the field of wealth management.
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