Kerry recently joined the National Boca branch, bringing more than 25 years of experience and expertise in wealth management.
Prior to joining National, Mr. Hoffman spent nine years as Vice President of Wealth Management at Morgan Stanley, and the previous 10 years with Raymond James Financial Services. In addition to having extensive experience as a wealth manager, Mr. Hoffman brings years of expertise working with clients to meet their insurance and annuity needs.
Mr. Hoffman earned a Bachelor’s in Business Administration from SUNY Oneota. He and his wife, Kim, have three daughters and reside in Boca Raton.