Kerry A. O’Shea


401-331-1575 (main) | 401-752-0585 (direct)
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Kerry is a Paraplanner and also the portfolio database manager for SKWealth. She began in the financial services industry in 2001 and has a strong background working with financial advisors, as well as CPAs, providing client servicing. She participates in client meetings to assist with their planning needs, and works as part of the team to generate comprehensive financial plans that coordinate clients’ current and future goals.

College for Financial Planning’s Registered Paraplanner Program
Bryant University, Business Administration Program
Katharine Gibbs School, Graduate of the Advanced Secretarial Program
FPQP™ – Financial Paraplanner Qualified Professional™
Current Professional Affiliations and Charitable and Civic Involvement
Financial Planning Association, member
Rhode Island Financial Planning Association, member
SKNOW, member