Kerry Boyle, MPAS®

Kerry Boyle brings more than 30 years of financial services experience to her role as Financial Paraplanner at Access Wealth. Throughout her career, she has held positions ranging from Sales Assistant to Senior Financial Paraplanner, giving her a broad understanding of the many details that go into helping clients manage their financial lives.

At Access Wealth, Kerry works closely with the advisory team to prepare and update comprehensive financial plans and quarterly reports, with a particular focus on serving ultra-high-net-worth clients. Before joining Access Wealth, she worked with several independent Registered Investment Advisors and most recently was with Avantax Planning Partners.

Kerry earned a Master of Science in Personal Financial Planning from the College for Financial Planning and holds the Master Planner Advanced Studies™ (MPAS®) designation. She also holds Series 7 and 63 securities registrations, as well as Life and Health insurance licenses.

What Kerry enjoys most about financial planning is seeing how all the different pieces come together.