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Andrew K
Series 63, Series 65
Oakwood, OH
Kerr Wealth Management
Andrew Kerr is a financial advisor at Kerr Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has held leadership roles in several businesses, including Kerr Insurance Brokers, Inc. and Kerr Retirement Services, LLC. Outside of financial services, he is also involved in viticulture and winemaking as an owner of Dorval Estate Winery. Kerr Wealth Management provides investment management and financial planning to individual clients, business owners, corporations, and charitable organizations, including retirement plan services. The firm manages discretionary accounts using a combination of passive and active strategies and offers consulting for employer-sponsored pension and benefit plans.
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