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.


Kerry (Murphy) Mittelholzer
Director
SCS Financial
United States, Massachusetts, Boston
About Me
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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