John S. Kerr, CLU, ChFC
John is the Managing Principal of Bay Financial Associates
LLC and President of Bay Financial Advisors, Inc. a
Registered Investment Advisor.
When clients need advice about their financial situation,
John draws on more than 30 years of practical experience.
He also works to put himself in his clients' shoes "I
try very hard to explain things in understandable terms
and to see things from my client's point of view. I
want the advice my clients receive to be consistent
with advice I would want to receive if I were the client."
John joined Bay Financial Associates in 1983. He is
a past President of the Boston General Agents and Managers
Association and has served on the Boards of the Boston
Association of Financial Service Professionals and the
Boston Chapter of the National Association of Insurance
and Financial Advisors. He is currently an active member
of the Association for Advanced Life Underwriting serving
on the Membership Committee.
He is a Registered Principal with LPL Financial holding
his FINRA Series 07, 24, 51 and 63 licenses. He is also
one of a small number of individuals qualified as a
Licensed Insurance Advisor in the Commonwealth of Massachusetts
and has served as an expert witness in insurance related
John is a Trustee of Wilkes University where he serves
on the Endowment and Finance Committees.
He enjoys golf, skiing and traveling. He and his wife,
Renate, have two children.
Phone: 781-893-0909 x288
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