Kerri Chase, CRPC®
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“Don't let yesterday take up too much of today.”
– Will Rogers
As a financial services professional with more than 10 years of industry experience, Kerri Chase combines her positive “just do it” attitude with her resilient and friendly personality. In her role as Branch Manager at Legacy Wealth Management, Kerri draws on her expertise in analysis, training, reviewing accounts, and troubleshooting to deliver operational excellence and exceptional client service. Kerri is known among Legacy's clients for consistently going above and beyond to meet their needs and answer their questions.
After spending time as a support manager with Wells Fargo Advisors, Kerri jumped at the chance to join Legacy Wealth Management's team of innovative professionals. Proficient as she is personable, Kerri has a Bachelor of Science degree in Business Management from the WP Carey School of Business at ASU and holds her Series 7, 9, 10, and 66 securities registrations, as well as her Arizona Insurance License and CRPC Certification©.
Kerri appreciates a healthy balance between work and an energetic lifestyle with activities that include Orange Theory classes, yoga, and meditation. She also enjoys cooking, reading, and watching her favorite shows, movies, and sports. She cares deeply for her family and loves to visit them in her hometown of Boise Idaho. Kerri supports the Alzheimer's Association of Greater Idaho Chapter in honor of her late Grandpa, as well as the local nonprofit Feed My Starving Children. When you see her, ask her about the last Broadway musical she saw!