Jeff Kerr

Financial Advisor

Guidance Rooted in Relationship- My passion and purpose is to support families and individuals with personalized, faith-driven financial strategies that builds confidence for today and the years to come.

State(s) Licensed:   FL, GA, NC, SC, VA

Phone 704-293-5107
Address

837 S Main St
Troutman, NC 28166

Jeff Kerr

Guidance Rooted in Relationship- My passion and purpose is to support families and individuals with personalized, faith-driven financial strategies that builds confidence for today and the years to come.

State(s) Licensed:   FL, GA, NC, SC, VA

Let's put your plans in motion

Want to pursue lifelong dreams while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

What You Can Expect

Start with a conversation — not a sales pitch.

Jeff begins by learning your story, your goals, and what financial clarity means to you. Every plan is built with you, not for you.


Your customized process includes:

  1. Discovery Meeting – Understanding your priorities
  2. Plan Review – Simple, transparent recommendations
  3. Action Steps – Moving forward with confidence
  4. Ongoing Relationship – Annual check‑ins, life‑event updates, and support when you need it
  5. Resources & Education to Learn and Grow- Articles, videos, in-person and virtual events to enhance financial understanding and awareness


To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Troutman Office

Phone:
704-293-5107

Hours

M – F: 9 a.m. – 5 p.m.

Address

837 S Main St
Troutman, NC 28166