Kerri Musgrove

Client Service Administrator
Kerri is a Senior Registered service associate who has over 20 years of experience in the financial industry. Working closely with our advisors, she serves the needs of many clients and is attuned to listening to and resolving their concerns and needs.

Kerri’s experience has given her a robust knowledge of various investment products, trading and compliance. A skillful problem solver, Kerri is a tremendous resource for all operational questions and issues, drawing from her knowledge of the financial industry to assess the best solution for each situation. You can feel confident in contacting Kerri with any issue or concern.

Kerri is a native Tulsan, and in her free time loves traveling anywhere with a beach and spending quality time with friends and family. An avid football fan, she cheers for her Sooners any chance she gets.