Client Concierge Specialist
Center For Financial Planning
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Gerri Harmer Email & Phone Number
Client Concierge Specialist
at
Center for Financial Planning
1 work email found
@centerfinplan.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Concierge Specialist
Location
Southfield, Michigan, United States
Who is Gerri Harmer? Overview
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Quick answer
Gerri Harmer is listed as Client Concierge Specialist at Center for Financial Planning, based in Southfield, Michigan, United States. AeroLeads shows a work email signal at centerfinplan.com and a matched LinkedIn profile for Gerri Harmer.
Gerri Harmer previously worked as Client Concierge Manager at Center For Financial Planning, Inc.® and Client Service Manager at Center For Financial Planning, Inc.®. Gerri Harmer holds Bachelor Of Science, Fashion Merchandising/Marketing from Eastern Michigan University.
Company email context
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{first}.{last}@centerfinplan.com
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Profile bio
About Gerri Harmer
They call me the Queen of First Impressions, thriving on client service for both external and internal clients. I'm on the health & wellness committee, setting up a supportive environment of wellness with programs to facilitate staff in living healthy balanced lives. We've won many workplace awards here at The Center and hope to serve as a positive influence for others. I am highly organized, efficient and believe in continuous learning. My life mission is making people's lives better. I believe everything is figureoutable. My passion is client experience, workplace culture, and business development.I have held several management positions and owned/operated two small businesses before joining The Center in 2007. I always have my hand in some kind of entrepreneurial adventure. Currently I co-own and operate a hot dog cart and love to help other startups and small businesses.My top 5 Calipher Strengths: Maximizer - LOVE taking great to excellent Futuristic - making a vision and seeing it thoughPositivity - what's good here and how can I get more of it Connectedness - who and what can I connect to strengthen allIdeation - generating creative ideas lights me upWell acquainted with lean assessment, visioning and process management systems.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
Listed skills include Customer Service, Marketing, Event Planning, Social Media, and 25 others.
Current workplace
Gerri Harmer's current company
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5 roles
Gerri Harmer work experience
A career timeline built from the work history available for this profile.
Client Concierge Manager
Provide exceptional client service. Create powerful moments with and for clients. Enhance the lives of team members by promoting outstanding culture with educational and leadership opportunities. Lead the internal client team in being a brand ambassador and an enthusiastic advocate of workplace energy or as we call it Centergy. Onboard new internal team members with a big inclusive Center welcome program. Basically - No one gets left behind and everyone is happy - very happy.
Client Service Manager
My largest role is marketing manager in the marketing department. I facilitate company branding, communication strategies and client experience. I head the events committee planning, coordinating and executing educational and appreciation events ranging from 10-300 attendees for clients, leads, center of influences, resource partners and staff with budgets from $100-$50,000. I'm an ambassador of company culture promoting education, leadership and Centergy. I participate on the health & wellness committee coordinating internal activities, lunch and learns, and events within a budget winning several company health and wellness awards annually. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Client Service Associate
Specialties:Assisted advisors in servicing client company 401k and Simple IRA plans. Planned and coordinated educational and appreciation events for clients, leads, center of influences, resource partners and staff. Facilitated email marketing. Served on marketing committee and health & wellness committees. Managed company calendar and meeting facilities. Assisted in various operational responsibilities.
Jan 2013 - Dec 2014
Client Service Assistant
Assisted advisors in servicing client company 401k and Simple IRA plans. Coordinated educational and appreciation events for clients, leads, center of influences, resource partners and staff. Helped facilitate email marketing. Served on marketing committee and health & wellness committees. Managed company calendar and meeting facilities. Assisted in various operational responsibilities.
Jul 2007 - Jan 2013
2 education records
Gerri Harmer education
Bachelor Of Science, Fashion Merchandising/Marketing
Education record
Stockbridge High School
FAQ
Frequently asked questions about Gerri Harmer
Quick answers generated from the profile data available on this page.
What company does Gerri Harmer work for?
Gerri Harmer works for Center for Financial Planning.
What is Gerri Harmer's role at Center for Financial Planning?
Gerri Harmer is listed as Client Concierge Specialist at Center for Financial Planning.
What is Gerri Harmer's email address?
AeroLeads has found 1 work email signal at @centerfinplan.com for Gerri Harmer at Center for Financial Planning.
Where is Gerri Harmer based?
Gerri Harmer is based in Southfield, Michigan, United States while working with Center for Financial Planning.
What companies has Gerri Harmer worked for?
Gerri Harmer has worked for Center For Financial Planning, Center For Financial Planning, Inc.®, and Center For Financial Planning, Inc..
How can I contact Gerri Harmer?
You can use AeroLeads to view verified contact signals for Gerri Harmer at Center for Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Gerri Harmer attend?
Gerri Harmer holds Bachelor Of Science, Fashion Merchandising/Marketing from Eastern Michigan University.
What skills is Gerri Harmer known for?
Gerri Harmer is listed with skills including Customer Service, Marketing, Event Planning, Social Media, Fundraising, Management, Email Marketing, and Sales.
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