Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Kerri Allen
Associate Wealth Management Advisor
kerri.a.allen@nmfn.com
617-531-9563
Kerri Allen first began working for Northwestern Mutual in 2003 as a Financial Representative and has been with Shannon Ouellette's team since May 2009. As an Associate Wealth Management Advisor, Kerri supports Shannon with the management of client accounts as well as operational issues.
Prior to joining Shannon's team, Kerri worked as a financial advisor with Banc of America Investment Services where she helped her clients solve their financial needs through a variety of wealth management strategies.
Kerri has earned a Chartered Life Underwriter designation through the American College in addition to holding her life/health and securities licenses.
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