Senior Managing Director, Investments
Current
Oct 2024 - Present
AeroLeads people directory · profile
Kerry Hoffman Email & Phone Number
Senior Managing Director, Investments
at
Wealth Empowerment Financial Strategies
1 work email found
@brileywealth.com
1 phone found area 561
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Managing Director, Investments
Location
Boca Raton, Florida, United States
Who is Kerry Hoffman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kerry Hoffman is listed as Senior Managing Director, Investments at Wealth Empowerment Financial Strategies, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at brileywealth.com, phone signal with area code 561, and a matched LinkedIn profile for Kerry Hoffman.
Kerry Hoffman previously worked as Senior Managing Director, Investments at B. Riley Wealth Management and Vice President Financial Advisor at Morgan Stanley. Kerry Hoffman holds Bs, Business Administration from State University Of New York College At Oneonta.
Company email context
Email format at Wealth Empowerment Financial Strategies
This section adds company-level context without repeating Kerry Hoffman's masked contact details.
{first_initial}{last}@brileywealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Kerry Hoffman. Compare company email patterns before reaching out.
Profile bio
About Kerry Hoffman
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth utilizing a premier trading and execution platform and a full spectrum of investment choices.Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/capabilities/wealth/disclosures.
Current workplace
Kerry Hoffman's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Empowerment Financial Strategies
AeroLeads page
4 roles
Kerry Hoffman work experience
A career timeline built from the work history available for this profile.
Senior Managing Director, Investments
Oct 2020 - Oct 2024
Vice President Financial Advisor
Morgan Stanley
Morgan Stanley Smith Barney LLC (“MSSB”), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.html
May 2012 - Oct 2024
Financial Advisor
Raymond James
Jun 2003 - May 2012
1 education record
Kerry Hoffman education
-
State University Of New York College At Oneonta
FAQ
Frequently asked questions about Kerry Hoffman
Quick answers generated from the profile data available on this page.
What company does Kerry Hoffman work for?
Kerry Hoffman works for Wealth Empowerment Financial Strategies.
What is Kerry Hoffman's role at Wealth Empowerment Financial Strategies?
Kerry Hoffman is listed as Senior Managing Director, Investments at Wealth Empowerment Financial Strategies.
What is Kerry Hoffman's email address?
AeroLeads has found 1 work email signal at @brileywealth.com for Kerry Hoffman at Wealth Empowerment Financial Strategies.
What is Kerry Hoffman's phone number?
AeroLeads has found 1 phone signal(s) with area code 561 for Kerry Hoffman at Wealth Empowerment Financial Strategies.
Where is Kerry Hoffman based?
Kerry Hoffman is based in Boca Raton, Florida, United States while working with Wealth Empowerment Financial Strategies.
What companies has Kerry Hoffman worked for?
Kerry Hoffman has worked for Wealth Empowerment Financial Strategies, B. Riley Wealth Management, Morgan Stanley, and Raymond James.
How can I contact Kerry Hoffman?
You can use AeroLeads to view verified contact signals for Kerry Hoffman at Wealth Empowerment Financial Strategies, including work email, phone, and LinkedIn data when available.
What schools did Kerry Hoffman attend?
Kerry Hoffman holds Bs, Business Administration from State University Of New York College At Oneonta.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Kerry Hoffman you were looking for.
View similar profiles
