Kerri Mast is a Senior Wealth Planner for the Southeast. Kerri has exensive experience advising business owners and families of generational wealth to help them achieve their goals relating to estate planning, philanthropy, business succession, and tax minimization. She provides clients with the resources they need to navigate transitions successfully and to help families thrive. As a national leader of the Philanthropic Advisory practice, Kerri works to create an environment where families can engage in conversations about wealth, values, legacy, and impact.
Prior to joining the firm in 2010, Kerri worked at Foundation For The Carolinas, where she advised donors and their professional advisors on issues relating to charitable giving and nonprofit governance. Prior to that, Kerri practiced law at Moore & Van Allen PLLC, where she advised families of substantial wealth on estate and tax planning matters.
Kerri serves on several boards and committees, including Discovery Place Board of Trustees, The Nature Conservancy (North Carolina Chapter) Board of Trustees, Foundation For The Carolinas Planned Giving Advisory Cabinet, Queens University Planned Giving Advisory Council (chair), Atrium Health Planned Giving Advisory Council, Hawthorne Lane UMC Endowment Committee (chair), and Women’s Impact Fund Environment Grants Committee. She is a cum laude graduate of Wake Forest University and received her J.D. with honors from Emory University School of Law.