Ed Kerley, CFP®, CLU, ChFC
SVP
Direct: 816-859-7448
Email: ekerley@wealth.countryclubbank.com
Ed is both a Registered Representative and Registered Principal with FINRA. Upon graduating from Kansas State University in 1984 he began his career in Kansas City as a wealth advisor with W.S. Griffith Advisors. Ed earned the Fast Start Award for top rookie, President’s Conference and Career Development Award for the top Sales Manager nationally.
He joined Lincoln Financial Advisors in Kansas City in 1989 as the Assistant Manager, was named Manager in 1992, Unit Vice President in 1997, Regional Vice President in 1999, Regional Chief Executive Officer in 2001 and national Managing Director in 2003. With Lincoln, Ed led many initiatives, mergers and restructurings. After his last corporate restructuring Ed desired to leave the corporate world and return full time to advising clients and joined Country Club Bank Wealth Solutions in 2018 as Senior Vice President.
Ed is a member and former board member of the Society of Financial Service Professionals, board member of the Kansas City Estate Planning Society and past President of the Kansas City General Agents and Managers Association. He is also a member of the Financial Planner Association. He has been a frequent speaker at national workshops and continuing education meetings on wealth management topics and his articles have appeared in various publications. In Ed’s 40 years, he has help clients and foundations financially navigate through a multitude of change with many market corrections, several wars, 9/11, the Great Recession and the COVID pandemic to highlight a few.
Ed and his wife of 35 years, Suzanne, have a 31 year old daughter, a 29 year old son and reside in Leawood, Kansas. He is active and has served on the board of directors of several civic organizations. In his spare time, Ed enjoys playing golf and watching collegiate and professional sports.
He can be reached at his office: 1 Ward Parkway, Kansas City, Missouri 64112, direct telephone 816-859-7448 or email EKerley@wealth.countryclubbank.com.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities offered through Money Concepts Capital Corp. are not FDIC Insured/No Bank Guarantee/May Lose Value - Member FINRA/SIPC
Country Club Bank is an independent firm not otherwise affiliated with Money Concepts Capital Corp.
Client Relationship Summary
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