Broker Check
Kerri Allen, CFP®, CLU®, MBA

Kerri Allen, CFP®, CLU®, MBA

Senior Financial Associate

As a Certified Financial Planner on our team, Kerri provides tailored wealth management solutions and comprehensive financial planning services designed to meet the needs of busy professionals and business owners throughout every phase of life. Kerri's holistic, highly-customized approach to financial guidance empowers our clients to make informed decisions and set meaningful goals. Clients rely on her expertise, experience, and unparalleled service as they navigate the complexities of life and focus on accomplishing what truly matters to them.

Kerri began her career in financial services in 2003 as a financial advisor at Northwestern Mutual and later at Bank of America/Merrill Lynch. Kerri joined Baystate Financial in 2015 where she was offered a role on our internal planning team and joined our team in October of 2017. She received her MBA from Questrom School of Business at Boston University in 2015, is a Certified Financial Planner™ professional from the Certified Financial Planning Board of Standards, holds the Chartered Life Underwriter designation from the American College, as well as her 7, 66, and Life/Health licenses.

Kerri resides in Beacon Hill, Massachusetts and enjoys staying active and spending time with friends and family.