Kerry Geroy, CTFA

Kerry has resided in Naples since 1981 and began providing trust and investment management services to clients in and around the Naples area in 1990. In addition to her undergraduate degree, Kerry graduated from the Florida Bankers Association Trust School in 1993 and later earned her Certified Trust and Financial Advisor (CTFA) certification. Before joining Naples Global Advisors, Kerry served in key administrative roles with Suntrust, Comerica, National City and Naples Capital Advisors. Kerry now serves as a Client Advisor for Naples Global Advisors and is the firm's trust and estate administration specialist. Kerry is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam.