Kerri Nicholson is the Director of Business Development, joining the Keeler & Nadler team in 2021. Kerri brings over 20 years of experience in sales and relationship management in the financial services industry where she has worked with high-net-worth individuals, 401(k) plans and corporate cash management. Over her career she has also gained experience and perspective in other industries including human resources, hospitality, advertising and marketing.
In her role, Kerri is responsible for the development, implementation and execution of long-term marketing and business development strategies to spur firm visibility, recognition, and growth. Kerri holds a bachelor’s degree in business management, as well as the Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor designations.
In her free time, you might run into Kerri at a local yoga studio. She also enjoys traveling to her home state of Maine to spend time with her family. Other passions for Kerri include cooking, music and almost anything outdoors.