Paige Kerr, Advisor Relations
As VP of Advisor Relations, Paige’s core responsibilities include working alongside advisors to assist with practice management efforts, succession plans, and ideas for growing and maintaining their business. Paige brings to SFA a long and varied background in the financial services industry. Prior to joining SFA, Paige’s experience included leading advisor development, product marketing and vendor relations, national sales campaigns, and conference services for advisor-client and investment program managers. Most recently, Paige was Vice President of Education and Communication with LPL Financial in the Governance, Risk, and Compliance organization in Charlotte, NC.
Earlier in her career, Paige was a Series 7 licensed representative and life and health agent for Wachovia Securities and later led Wachovia Securities investment program training.
She also led both the sales and service and the operational risk education teams at Wachovia Bank for wealth management, corporate and investment banking, and retail banking divisions. Paige began her career with Bank South in her hometown of Atlanta, Georgia.
Her experience also includes bank branch management, private banking, and commercial lending. Paige graduated from Agnes Scott College with a Bachelor of Arts degree in Economics. She holds Series 7, 24, and 66 securities registrations