Kerry Dowd

Office Manager / Head of Operations

Office manager and head of processing for Next Generation Wealth Planning,

Kerry Dowd is your behind the scenes resource working hard to make sure that your needs are met.

Kerry has supported Next Generation Wealth Planning as Operations Manager since 2008.  Prior to working with NGWP, she spent two years at Silvercrest Asset Management Group and eight years at Morgan Stanley in the Private Wealth Management Department. She has held various positions in the financial industry since 1983.

As our Operations Manager, Kerry supervises and coordinates all operations activities having to do with wealth management, including the management of staff, handling client service requests, providing brokerage support and acting as a liaison to investment companies.   In addition, Kerry is also registered as a Series 7 General Securities, Series 63 Uniform Securities Agent State Law and Series 65 Uniform Investment Adviser Law representative.

Kerry is a graduate of the State University College of New York at Fredonia with a BS in Business Administration and a minor in Marketing.  She is currently associated as a Registered Representative with Royal Alliance Associates, Inc. Member FINRA/SIPC, one of the largest broker dealer firms in the country. Kerry resides in Morganville, New Jersey, with her family.

Phone 732-409-7232
Fax 732-409-1052