KerrY McIntyre

Senior Client Operations Specialist

Kerry McIntyre is a Client Operations Specialist partnering with the Client Relationship team to provide seamless service for our clients. She is responsible for on-boarding new clients by gathering and organizing all documentation needed to assure a smooth introduction and transition to Shepherd.

Prior to joining the Shepherd Financial Team, Kerry worked for over 10 years at Ford Motor Credit Company where she held various leadership roles in credit management, auditing and customer service. She also worked in the insurance industry providing support and guidance to customers and their personal line insurance needs. Kerry also has experience in streamlining internal processes to ensure consistency and accuracy in improving business operations, while maintaining quality customer service.

Kerry has a BA in Social Science from Westfield State University. She resides in Stoneham with her husband and two children. In her spare time she is attending her children’s hockey and basketball games, volunteering, reading and spending time with family.

1004 Main Street

Winchester, MA 01890

Phone: +1 (781) 756-1804

Fax: +1 (781) 729-4356

The content is developed from sources believed to be providing accurate information.

The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.

Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.

Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093

Past performance is not a guarantee of future results. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Browse Our Firm’s Background: