Fitzgerald, KERRY, Neighbor

Kerry Fitzgerald is a Financial Advisor. She has been in the financial services industry for over twenty years. She has acquired extensive consulting, analytical, client service and management experience serving a variety of banks as a compensation specialist. Kerry’s personal experience has resulted in her passion for supporting women in the pursuit of their personal goals within the context of their individual circumstances through sound financial investments and disciplined planning.

Kerry prioritizes long-term client relationships and focuses on helping to create wealth and protect it by preparing for the unknown. Clients have complex financial goals that include educational pursuits, ensuring comfortable retirement lifestyles, and providing for a meaningful gift to loved ones in the future. Kerry prides herself on thoroughly understanding each client’s specific goals and risk tolerance and tailoring an investment strategy accordingly. By leveraging the Morgan Stanley research, products, and trading platform Kerry applies her creative outlook with her consulting skills to provide unparalleled personalized financial service.

Kerry has over twenty years of financial services experience within both USA and non-USA based financial services corporations including Credit Suisse, Merrill Lynch, Canadian Imperial Bank of Canada, and Mitsubishi Bank. She began her career at Price Waterhouse where she was a consultant.

Kerry earned an MBA from Pace University as well as a BA from Binghamton University and spent time studying overseas in the United Kingdom at Brunel University.

Kerry is married with two daughters and is the Treasurer and an Executive Board Member of the Woman’s Club of Ridgewood, which is dedicated to enriching the lives of women and children in need within the greater Ridgewood New Jersey community by supporting local charities. Kerry is also on the Advisory Council for The New Agenda, a national organization working on issues including the economic independence and advancement of women. In her spare time Kerry enjoys tennis, golf, travel and being an enthusiastic spectator at her children’s sporting and entertainment events.