Kerry Bragg
Assistant Vice President, Client ServiceKerry is an Assistant Vice President on the Client Service team and is based in our Melville, NY office, where she supports advisors and clients with responsive, high-quality service. With deep expertise in custodial operations and wealth management, she manages key aspects of client relationships. Kerry is known for her proactive approach and strong problem-solving skills. She is passionate about earning trust, enhancing processes, and delivering a consistently exceptional client experience.
Outside of the office, she enjoys live music, spending time with her loved ones, and traveling, especially to the Poconos. Continuing our commitment to philanthropy, Kerry participates in the Marcum Workplace Challenge to support Long Island charitable organizations.
Previous Experience
- Client Service Specialist at GM Advisory Group
- Client Service Associate at GM Advisory Group
- Client Service Intern at GM Advisory Group
Education & Credentials
- BS, State University of New York at Farmingdale, Business Management
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
