The Lexington Chamber of Commerce with the generous support of Lester E. Savage Century 21/Commonwealth & Tres Petite Creperie presents Women-in-Business Series. This event series includes a segment of around-the-table introductions followed by a featured guest speaker. In addition to facilitated professional networking, the series places a particular emphasis on learning from one another and sharing work experiences in a friendly, open
environment. This event will include admission, light breakfast and coffee.
At our November 14th session, we will hear remarks from Kerry Luria,
Managing Director of Client Advisor Services. She will discuss personal finance budgeting and end of the year planning.
Kerry guides, mentors and supports the exceptional team of Lexington wealth advisors. In her role she ensures that all Lexington clients experience a high touch, personal connection with their advisory team. She oversees all aspects of the firm’s wealth management offerings to provide unparalleled service and relevant deliverables to secure confidence and trust in Lexington Wealth. She understands that wealth management is not a commodity, it is personal, and so is your relationship with us.
Prior to joining Lexington Wealth, Kerry was Vice President for Peak Financial Management. During her 18 years at Peak she worked closely with clients, their families and other financial professionals. As one of Peak’s Wealth Advisors, she was responsible for relationship management, financial planning, portfolio management and investment selection. Kerry earned her Bachelor of
Science degree in Management from the University of Massachusetts at Boston. She holds her Series 65 license.
Kerry lives in Framingham with her husband and their daughter. She holds a Pastry Arts certificate from Newbury College and is an advocate for eating dessert first. She enjoys cooking, long walks at the park, personal fitness, music, reading and spending time with family and friends – hopefully on the beach.
At our November 14th session, we will hear remarks from Kerry Luria,
Managing Director of Client Advisor Services. She will discuss personal finance budgeting and end of the year planning.
Kerry guides, mentors and supports the exceptional team of Lexington wealth advisors. In her role she ensures that all Lexington clients experience a high touch, personal connection with their advisory team. She oversees all aspects of the firm’s wealth management offerings to provide unparalleled service and relevant deliverables to secure confidence and trust in Lexington Wealth. She understands that wealth management is not a commodity, it is personal, and so is your relationship with us.
Prior to joining Lexington Wealth, Kerry was Vice President for Peak Financial Management. During her 18 years at Peak she worked closely with clients, their families and other financial professionals. As one of Peak’s Wealth Advisors, she was responsible for relationship management, financial planning, portfolio management and investment selection. Kerry earned her Bachelor of Science degree in Management from the University of Massachusetts at Boston. She holds her Series 65 license.
Kerry lives in Framingham with her husband and their daughter. She holds a Pastry Arts certificate from Newbury College and is an advocate for eating dessert first. She enjoys cooking, long walks at the park, personal fitness, music, reading and spending time with family and friends – hopefully on the beach.
Date and Time
Tuesday Nov 14, 2017
8:00 AM - 9:00 PM EST
Tuesday, November 14, 2017
Location
Aloft Lexington
727 Marrett Road
Lexington, MA 02421
Fees/Admission
Free for Members
Non-Members $10