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Kerri Anne Goldsmith
Portfolio Manager-Equities at HBK Sorce Advisory LLC
Profile
Ms. Kerri A.
Goldsmith is a Financial Advisor at HBK Sorce Advisory LLC.
She has been with the firm since 2009.
She specializes in helping her clients fulfill their dreams through personalized financial planning, investing, and risk management services.
Her assistance helps her clients plan for their own future, their children’s or grandchildren’s education, or passing their wealth onto future generations or charitable causes.
She also works with businesses to provide qualified retirement plans and financial education for their employees.
She takes great pride in providing individualized, hands-on client solutions with strategic vision and problem-solving creativity that offer unique perspectives on financial planning.
She is active in numerous organizations.
She is a member of the Financial Planning Association of Southwest Florida, the Estate Planning Council of Lee County, and the Lee County Economic Development Office’s Women’s Advisory Committee.
She is a Board member of the Rotary Club of Fort Myers South and the Uncommon Friends Foundation.
She volunteers with United Way Allocations Team, Cape Coral Community Foundation, and the Women’s Foundation of Southwest Florida Empower her initiative.
She is a graduate of Leadership Lee County and is active in both the Greater Fort Myers Chamber of Commerce and the Cape Coral Chamber of Commerce.
Ms. Goldsmith earned her Bachelor of Science degree in Marketing from the University of South Florida, as well as an Associate of Science degree in Business Administration from Lake Region State College.
She is a Certified Financial Planner.
Kerri Anne Goldsmith active positions
Companies | Position | Start |
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HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Portfolio Manager-Equities | 2008-12-31 |
Training of Kerri Anne Goldsmith
University of South Florida | Undergraduate Degree |
Lake Region State College | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Private companies | 1 |
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HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
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