Kerry Lekas
CPA/PFS, CFP^®, MST
Wealth Advisor

Ms. Lekas, with 13 years experience in financial planning and tax consulting, brings a proactive and responsive approach to each client relationship. Her ability to meet expectations for individuals and family-office clients is paramount as she navigates through myriad challenges faced by the newly wealthy while managing the day-to-day processes including wealth advisory consulting and asset allocation.

Kerry’s value-added insight and knowledge is complemented with a portfolio that also includes tax and technical expertise, bringing to the table a strategic mindset that is disciplined and practical. As a result, she recognizes options and assists clients in making educated decisions.

Expertise

• Comprehensive personal financial reporting
• Cash flow management
• Estate tax planning and wealth transfer strategies
• Charitable giving and tax planning strategies
• Strategic planning and goal setting
• Strategic individual tax planning
• Family and business succession planning
• Structuring of ownership interest
• Federal and state taxpayer representation
• Compensation alternatives

Education

• MS - Taxation with Distinction; Bentley College
• BS - Business Administration, Accounting; Cum Laude; University of Massachusetts Lowell

Certifications

• CPA - Certified Public Accountant
• PFS – Personal Financial Specialist (AICPA)
• CFP® - Certified Financial Planner

Professional Affiliations

• American Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants

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