Kerri Goldsmith is a financial advisor in the HBKS® Wealth Advisors office in Fort Myers, Florida and 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.
Kerri 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.
With a strong belief in professional development and community involvement, Kerri 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 ElevateHer Initiative. Ms. Goldsmith 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.
Kerri 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 holds the CERTIFIED FINANCIAL PLANNER™ designation as well as the Chartered Retirement Plans Specialist℠ certification.