Kerry Dowd-Ferrer
Director of Operations and Client Relations
Kerry Dowd-Ferrer is a highly motivated Director of Operations and Client Relations at Coastline Wealth Management, bringing over 20 years of expertise in insurance and financial services to our team. With a keen eye for detail and a passion for client satisfaction, Kerry plays a pivotal role in ensuring seamless interactions and addressing client needs with expertise.
Kerry’s background and skills in client service are evident in her ability to handle inquiries efficiently and provide insightful solutions. Her outgoing and collaborative approach, combined with a deep understanding of products, broker-dealers, agents, and carriers, ensures that she effectively addresses client needs and builds lasting relationships. Her commitment to maintaining high standards of service and her proactive approach make her a valuable asset to our team. At Coastline Wealth Management, Kerry’s contributions help enhance our client relationships and support our goal of offering outstanding financial guidance.
Kerry resides with her family on Long Island. In her free time, she loves to bake and travel.