Kerry Bragg

Assistant Vice President, Client Operations

Kerry started her career at predecessor firm GM Advisory Group as an intern, rapidly progressing to a permanent position as a client service specialist. Now in her role as an Assistant Vice President on the firm’s Client Operations team, she helps respond to client inquiries and assists the advisory team with skilled administrative support. Kerry brings a passion for helping clients and solving problems.

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.