Kerry starts KWB Wealth Managers after working in the Financial Services industry since 1987.
KWB purchases land and builds its Redlands home office.
KWB expands its team to include six financial advisors and skilled support and research staff.
KWB reaches over 600 million in brokerage and advisory assets under management through LPL Financial.
Our Value as a Team
What started with the help of an assistant and receptionist has grown into a firm of multiple Wealth Managers backed by a dedicated support staff who care about delivering world-class service. A team of advisors makes it so client questions don’t go unanswered if their primary advisor is sick or out of the office. It also allows us to develop specialties in several different areas and benefit from the knowledge and experience of our teammates.
KWB also employs a full-time research assistant to help advisors allocate portfolios and keep them informed of market conditions. Together, the KWB team is comprised of knowledgeable, committed individuals who embrace and practice the philosophy of “Nurturing Your Wealth.” To learn more about the wealth managers and support staff, visit Our Team.