Kerry Pulliam
Director of Private Wealth, CFP®, AEP®, CEPA®
- Wealth Transfer
- Business Succession
- Charitable Giving
- Wealth Structuring
- Executive Compensation Plans
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Kerry Pulliam
Director of Private Wealth, CFP®, AEP®, CEPA®
Biography
As a Director of Private Wealth at Gowers & Associates, Kerry Pulliam is a nationally top-ranked specialist providing comprehensive estate and insurance planning solutions for high net worth clients of bank and wirehouse financial advisors, independent financial planners, and property and casualty firms in Kentucky and Tennessee. He provides sophisticated, client-tailored, tax-efficient estate, asset protection, business succession and charitable planning strategies to the high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their financial advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected providers.
As a CERTIFIED FINANCIAL PLANNER™ with over twenty years of high-end financial planning experience, Mr. Pulliam has provided advanced technical support to some of the nation’s top bank and wirehouse financial advisors, independent financial planners, and property and casualty insurance firms. His ability to cover the simple to the complex and to explain the complex simply has been instrumental in developing long term relationships with these advisors while also successfully implementing sophisticated strategies to protect personal and family wealth for some of the top business owners, family offices and sports/entertainment advisors globally. Mr. Pulliam is a frequent keynote speaker and has conducted numerous seminars and continuing education courses for clients, professional advisors and financial institutions. He has significant experience working with the sports and entertainment marketplace.
Gowers & Associates, Inc.
Gowers and Associates, Inc. provides life insurance agents, property and casualty agents, financial planners, licensed financial advisors, representatives of stock brokerage firms and banks with innovative marketing concepts and quality life, annuity, disability and long-term care insurance products. We understand and are committed to meeting the unique needs of successful producers.
