Kerry Mallory

Kerry Mallory is a seasoned financial advisor with 15 years of experience helping clients and families make sound financial decisions, live generously, and create a lasting legacy.

Kerry's expertise lies in assisting clients in various financial areas including managing cash flow, growing assets, overseeing investment portfolios, planning for retirement, developing tax-efficient estate plans, and supporting special needs beneficiaries.

Kerry holds an MBA from The Wharton School of Business and a BS from Birmingham-Southern College.

Kerry has held key positions in reputable organizations such as Ronald Blue Trust as the Regional Managing Director for the East Coast, Regions Bank as a Senior Vice President, and AmSouth Bank as a Vice President in various roles.

Kerry is dedicated to being a trusted advisor to clients through every season of life, offering clarity and confidence in financial matters to allow them to focus on important aspects like family, career growth, retirement, and charitable giving.