Kerry Bragg
Assistant Vice President, Client Service
Based in Wealthspire’s Melville office, Kerry supports clients and their advisors with account openings, money movement, record maintenance, and other ongoing service needs. She brings a highly responsive and proactive approach to client relationships, taking the time to understand each family’s preferences, anticipate needs, and ensure requests are managed from initiation through completion. Kerry has held progressively responsible client service and operations roles with Wealthspire and GM Advisory Group, including Operations Supervisor and Assistant Vice President, Client Service. Her background has given her deep experience in complex account operations, onboarding, ongoing account maintenance, and coordination with custodians and outside professionals. She is known for thinking ahead, identifying solutions, and taking ownership of the details so clients have a seamless experience. Kerry earned a bachelor’s degree in Business Management from Farmingdale State College. Outside of work, she enjoys traveling, spending time near the beach, staying active, attending live concerts, and spending time with friends and family.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
