Kerrie Bond Zamanzadeh

Kerrie Bond Zamanzadeh is a financial professional working at Merrill Lynch.1 Her LinkedIn profile indicates that she focuses on educating individuals, families, and businesses about personal and business finance.1 Additionally, she aims to guide clients towards financial products and services that align with their specific needs.1

Professional Background

Kerrie has experience in the financial services industry, having previously worked with Transamerica Financial Advisors, Inc.2 Her expertise appears to be in retirement planning and financial education.

Areas of Focus

Retirement Planning:: Kerrie has shown interest in retirement strategies and has shared insights on the topic. For instance, she has highlighted that only 53% of women expect to be able to retire after age 65, indicating her concern for women's retirement preparedness.2

Financial Education:: One of Kerrie's primary goals is to educate her clients on personal and business finance matters.1 She emphasizes the importance of budgeting and saving, encouraging people to prioritize these financial habits.3

Wealth Management:: Given her position at Merrill Lynch, it's likely that Kerrie is involved in wealth management services for her clients, helping them navigate various financial products and services.1

Kerrie Bond Zamanzadeh's approach to financial advising seems to be centered around education, personalized guidance, and helping clients build strong foundations for their financial futures.