Kerrie Debbs

Kerrie brings 37 years of experience in financial services, with the last two decades devoted to providing tailored investment and planning guidance to individuals and families. She partners with clients to navigate every stage of their financial lives, building long-term relationships grounded in trust and personalized strategy. Her expertise spans investment planning, cash flow management, and tax considerations, helping clients make well-informed decisions that align with their goals.

At the core of Kerrie’s work is a simple belief: clients come first. She takes time to understand not just the numbers but the bigger picture — lifetime needs, aspirations, and what truly matters most. By blending thoughtful analysis with practical strategies, Kerrie empowers clients to live with greater clarity and confidence about their financial future. Her approach is equal parts disciplined and human, designed to make complex financial decisions feel manageable and meaningful.

Kerrie graduated from the University of Notre Dame and earned her MBA from Fordham University. Over her career, she has worked in financial centers from New York and London to Red Bank, NJ, and now calls Cary, NC home, where she lives with her husband. Outside of work, Kerrie enjoys golf, running outdoors, and catching live music — often while splitting time between North Carolina and visits with her clients across the country.