Marci Kerr
Aprio Wealth Management | Wealth Advisor | Regional Lead| Advises high-net-worth individuals, families and business professionals, including technology executives and entrepreneurs on how to secure their financial future
Who I work with
I work closely with high-net-worth individuals, families and business professionals, including technology executives and entrepreneurs to bridge the gap between their emotional willingness to take investment risks and their financial ability to meet their desired lifestyle and legacy goals.
My specialty
I have a deep understanding of how to preserve and grow multigenerational family legacies through the thorough analysis of a client’s short-term and long-term goals, and strategic asset allocations. I deliver tailored strategies that help technology executives and entrepreneurs manage stock options, restricted stock units and other types of equity compensation, particularly after an IPO or buy out. In collaboration with Aprio’s Tax Advisors, I provide clients with the best contextual insights to ensure planning and implementation are aligned to their financial strategies and objectives.
Results I have delivered
I am passionate about empowering women with the knowledge to gain financial independence. Throughout my 15+ years of wealth management experience, I have worked with local women’s groups to provide education on how to build financial security during life transitions.
Unique things about me
I am an animal lover at heart and have a natural affinity for rescuing animals. In addition to caring for my two dogs, I sponsor four animals living at the Gentle Barn — two cows, a turkey and a sheep.
When I am not at work
I enjoy being one with nature and spending time with my family exploring national parks, camping and hiking with my dogs. I love to dabble in culinary arts, interior design and Pilates.
People say I am
A loyal, honest and thoughtful person who can see the world through her client’s perspective.
Affiliations
I earned my Bachelor of Science degree from West Virginia University in Business Administration with a concentration in Finance. I am a member of the Financial Women of San Francisco group and the Emerging Practitioners in Philanthropy network.