Meet Kerry Pulliam.
As a Director of Private Wealth at Gowers & Associates, Kerry Pulliam is a nationally top-ranked specialist providing comprehensive estate and insurance planning solutions for high net worth clients of bank and wirehouse financial advisors, independent financial planners, and property and casualty firms in Kentucky and Tennessee. He provides sophisticated, client-tailored, tax-efficient estate, asset protection, business succession and charitable planning strategies to the high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their financial advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected providers.
As a Certified Financial Planner with over twenty years of high-end financial planning experience, Mr. Pulliam has provided advanced technical support to some of the nation’s top bank and wirehouse financial advisors, independent financial planners, and property and casualty insurance firms. His ability to cover the simple to the complex and to explain the complex simply has been instrumental in developing long term relationships with these advisors while also successfully implementing sophisticated strategies to protect personal and family wealth for some of the top business owners, family offices and sports/entertainment advisors globally. Mr. Pulliam is a frequent keynote speaker and has conducted numerous seminars and continuing education courses for clients, professional advisors and financial institutions. He has significant experience working with the sports and entertainment marketplace.