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Kerry Jackson

Kerry Jackson

Lead Advisor and Director of Client Services

You could say that a career in financial planning chose Kerry, instead of the other way around. She anticipated a career in film but after completing her degree at University of Toronto, she wanted more out of life. Driven by her passion for helping people alleviate anxiety and uncertainty, she fell in love with integrated financial planning. In her words, financial planning “doesn’t feel like a job, it just feels like exactly what I am supposed to do. And I love it!” Since joining the firm in 2010, Kerry has taken after the example of her mother, Kathy, and become a CERTIFIED FINANCIAL PLANNER™ professional, holding her Series 7 (General Securities) Series 66 (Uniform Combined State Law) and TN insurance licenses.


As the Lead Advisor and Director of Client Services, Kerry manages the day-to-day tasks of financial planning while overseeing the client service staff. She specializes in serving the firm’s young professional clients, providing them with financial planning services and investment guidance.


Kerry has lived in Memphis her entire life and considers it an honor to serve the community she loves so dearly. In her free time, she is serving another kind of client: ones with four legs and fur! Kerry is a dedicated advocate for animals, volunteering at local animal rescue groups and even taking in an occasional foster to spend some quality time with her dogs Emmy and Elliott.