Kerry Larkins, Cfp®, Ctfa Email & Phone Number

Atlanta, GA, US

Atlanta, Georgia, United States

Responsible for managing the ongoing fiduciary needs of significant personal trust clients on a national scale. Helps ensure that each trust is administered according to its specific provisions and that the trust's terms are carried out with prudent fiduciary oversight.

Greater Atlanta Area

Supported clients throughout the Southeast in administering revocable and irrevocable trusts including (but not limited to) grantor trusts, trusts under will, charitable remainder trusts, exemption trusts, and trust settlement.

Atlanta, GA

Recruited by the lead advisor after serving on a charitable endowment committee together. Assisted with various projects including asset allocation and rebalancing recommendations.

Atlanta, GA

Kept professional skills current by assisting several RIAs on a part-time basis while a SAHM. Actively recruited by Reliance Trust Company (now Arden Trust) to join their growing Atlanta trust team in 2014 and has been working full-time roles ever since.

Recruited at the urging of a former client who moved to BRF. Led team-training calls and met with existing clients to review consolidated investment allocations, cash flows, budgets, tax estimates, and net worth statements.

Served as the cash flow, financial planning, and estate planning specialist for the largest Morgan Stanley wealth advisory team in the Southeast. Achievements include FINRA Series 7, 66, and 31 registered as well as licensed for life, accident, health, and variable products (CRD 4596717). Licenses expired upon leaving.

Atlanta, GA

Supported 500 financial advisors with their trust related questions, generated new client proposals, and serviced existing trust clients. Facilitated the migration of trust accounts from Atlanta to the Boca Raton, Florida office in the summer of 2002 as the firm consolidated 31 offices into 6 regional offices. Actively recruited by the top sales producer.