Wealth Management Expert
Kerry J. Hall, CFTA
Senior Trust Advisor
Kerry currently serves in a dual role as Senior Trust Advisor in Nevada and Client Advisor.
As the Senior Trust Advisor in Nevada, she is responsible for specialized trust services that meet the complex and multi-faceted needs of high-net worth individuals and families. She manages Nevada trusts that are focused on the potential elimination or minimization of state income taxes, wealth enhancement with dynasty trusts, investment and distribution flexibility through directed trusts, and asset preservation through asset protection trusts.
In her role as a Client Advisor, she works with prospective clients to provide guidance and assist in the onboarding process. She administers large complex, multi-generational trusts, works with investment management clients to define and implement estate planning strategies and works to educate successive generations about family wealth as warranted.
Prior to joining Northern Trust, Kerry held the position of Senior Trust Relationship Manager with The Private Client Reserve at U.S. Bank. As part of her role Kerry served clients in Arizona, California and Nevada. She has over 25 years of experience in trust administration and relationship management.
Kerry is a graduate of the Cannon Trust School and holds a Certified Trust and Financial Advisor ('CTFA') designation.
Kerry is a Member of the Southern Nevada Estate Planning Council.