Client Service & Compliance Specialist, ACT Advisors
Prior to joining ACT Advisors, Jerri gained experience in the financial services industry, where she excelled in customer service, mortgages, and commercial lending. She is committed to delivering outstanding service to ACT Advisors® clients.
Client Service & Compliance Specialist
Jerri is a new member of our team, lending her expertise to scheduling, account servicing, operations, and marketing. After graduating with a business degree from Valparaiso University, she made the decision to relocate to Asheville in 2016. Since then, Jerri has immersed herself in the financial services industry, gaining valuable experience in client service, mortgages, and commercial lending. In her free time, she finds joy in exploring new destinations, both domestically and internationally. When she’s not traveling, you can find her hiking around Asheville or engrossed in a good book.
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ACT Advisors® — Asheville, NC headquarters • Serving clients nationwide • Office: (828) 398-2802 • Contact us