Edwin Kerley

Senior Vice President

Edwin Kerley is a skilled expert, who works in Country Club Bank Wealth Solutions on the position of Senior Vice President from 2018. Edwin Kerley gained professional experience in more than seven positions at different companies. Edwin Kerley went to the Kansas State University and got education there from 1980 to 1984. Edwin has these professional qualifications: Cfp, Clu, and Chfc. Knoxville, Tennessee is the city, where this expert was known to live. The professional's phone and email can be easily accessed through this website on demand.
Name variants:
Ed Kerley, Eddie Kerley, Eddy Kerley, Ned Kerley, Winn Kerley

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Contact Information

Last Update
Jul 5, 2022
Location
Knoxville, TN
Company
Country Club Bank Wealth Solutions

Workplace

Senior Vice President

Work History

Senior Vice President

from Jun 2018

Private Wealth Advisor

2005 Market St, Philadelphia, PA 19103
Oct 1989 — Jun 2018

Managing Director

2005 Market St FLOOR 34, Philadelphia, PA 19103
Sep 2003 — May 2016

Regional Chief Executive Officer

2005 Market St, Philadelphia, PA 19103
Jun 2001 — Sep 2003

Regional Vice President

2005 Market St, Philadelphia, PA 19103
Jan 1997 — Jun 2001

Vice President

2005 Market St, Philadelphia, PA 19103
Oct 1989 — Jan 1997

Private Wealth Advisor and Manager

Aug 1984 — Oct 1989

Education

1980 — 1984

Occupations

Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Advisor
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Fixed Annuities
Wealth Management
Estate Planning
Retirement
Financial Planning
Retirement Planning
Management
Securities
Uniform Combined State Law
Financial Advisory
Series 7
Investments
Investment Advisory
Mutual Funds
Insurance
Strategic Financial Planning
Wealth
Financial Planners
401K
Employee Benefits
Leadership
Practice Succession/Continuity
Life Insurance

FAQs about Edwin Kerley

What's the main profession of Edwin Kerley?

The expert is a Senior Vice President.

What are the profession of Edwin Kerley?

These person's professions are Executive and Senior Vice President

Where does Edwin Kerley currently live?

Knoxville, Tennessee is the place where Edwin Kerley currently lives

How many companies did Edwin Kerley work at?

The professional worked at seven jobs.

What education does Edwin Kerley have?

Edwin studied at the Kansas State University from 1980 to 1984.

Are there any professional certifications Edwin Kerley has?

Edwin received the following certifications: Cfp, Clu, Chfc, and Finra Series 6, 7, 22, 24, 63.

What is professional industry that Edwin Kerley is connected to?

This person works in Financial Services industry.

What are professional skills of Edwin Kerley?

Edwin Kerley has skills in the following areas: Fixed Annuities, Wealth Management, Estate Planning, Retirement, Financial Planning, Retirement Planning, Management, Securities, and Uniform Combined State Law.
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