Partner, Wealth Advisor, Meath Wealth Advisors
Kerry, Partner at Meath Wealth Advisors, is a CFP® AIF® and holds an MPH. She is passionate about helping her clients cultivate meaningful, abundant, and impactful financial lives. At the firm Kerry has worked to educate her clients about sustainable investing and worked to incorporate sustainable investing principles into their investment philosophy.
Prior to joining the firm, Kerry graduated from Brown with honors and worked as a consultant for wealth management firms in Washington, D.C. Her love for health and wellness led her to pursue a Master’s in Public Health from the University of Texas Health Science Center, and a graduate degree from The Ayurvedic Institute in Albuquerque, NM. Kerry performed statistical analysis for a multi-million dollar health USDA grant to understand the impact of school gardening programs on obesity factors for low-income children across Texas. She also served on the faculty at the Texas A&M College of Medicine and designed an innovative wellness program for low income women in Austin. In addition to her work with clients, Kerry actively teaches, and blogs about anxiety, wealth, wellness and value investing.
As the financial risks posed by climate change become clearer, it becomes more and more important for advisors to cultivate the technical awareness to support their clients. But what does it take to become .....