Jeff Kerr is a Financial Advisor with Thrivent, serving individuals and families with personalized financial strategies rooted in experience, clarity, and long‑term relationship building. With years of experience as a Financial Advisor and a background in both finance and coaching, Jeff brings a unique blend of discipline, teamwork, and thoughtful guidance to every client connection.

Jeff holds a Bachelor of Science from East Carolina University and has a history of hands‑on roles that reflect dedication, leadership, and service. Jeff partners closely with clients to understand their values and goals to help them steward their resources wisely — through every stage of life.

Jeff is thankful to share his journey with his greatest blessing in life, his family. Misty is his wife of 23 years and currently works alongside Jeff, supporting him as an Office Professional. Greyson (20 years), Maddie (16 years) and a bundle of joy with fur and four legs, Blue round out our team. Team Kerr takes pride in loving and supporting one another to reach our goals, knowing we are strongest together.

In his free time, Jeff enjoys:

• Spending time with family
• Public speaking (Leadership Training)
• Saltwater fishing
• Mountain biking
• Kayaking on Lake Norman

Jeff specializes in:

• Tax Efficiency Planning
• Investment Planning (Accumulation & Distribution)
• Protecting loved ones against the impact of extended care, death, and disability
• Retirement income planning

Education & Accomplishments:

• FINRA Series 7
• FINRA Series 66
• Life & Health Insurance Licenses
• BS from East Carolina University

Jeff’s Commitment to You:

• Guiding you through life’s unexpected hurdles and other concerns this world may give us by providing simple solutions that provide clarity and confidence in your financial strategy to reach your goals.
• I chose Thrivent because of the company’s values and how they aligned with mine. We are unique. We believe money is a tool not a goal. We believe life is better when it’s filled with purpose. We are a member-owned fraternal organization who believes in the power of generosity to make our communities and world a better place. This is what sets Thrivent apart.
• Creating lasting and meaningful relationships, helping people, and serving my clients with a grateful heart.
• If you have FAITH as small as a mustard seed, you can move mountains, and nothing will be impossible for you. Matthew 17:20