CoverProfile

Kerry (Murphy) Mittelholzer

Director

SCS Financial

United States, Massachusetts, Boston

About Me

Kerry has been a part of the Private Client Group at SCS for 8 years. She has more than 12 years of experience working closely with families to develop and implement investment and wealth planning strategies. As a Vice President she helps multi-generational families work toward their long-term goals by customizing investment strategies and identifying wealth management techniques, including estate, tax, and cash flow planning strategies. Prior to joining SCS Kerry worked for a boutique RIA firm outside of Boston managing client relationships. Kerry received a B.A. in English and Communications from Boston College.

Profile Information

Director

SCS Financial

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Oct 11, 2024

Work Experience

SCS Financial

Director
Jan 2024 - Present
Email: kmittelholzer@scsfinancial.com

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