Charles M Kerr, CLU

Client Manager

Charles is the client relationship manager for the firm’s clients. He regularly meets with clients, conducts factfinders and reviews, and develops and updates clients’ financial plans. Charles started in the financial services industry in 1994. He has worked as a life insurance agent, manager and wholesaler for companies such as John Hancock and Fidelity Investments. Charles’ expertise is in business planning and advanced design of life insurance. Charles has earned the Chartered Life Underwriter designation and earned a B.A. in Psychology from Louisiana Tech University.