Kerry C. Goodman, MBA | AIF

Kerry C. Goodman, MBA | AIF

Wealth Advisor

Kerry Goodman, MBA, is a Wealth Advisor and Accredited Investment Fiduciary® with Du Lac Wealth Services. He develops strategies to quantify and assess financial goals, manage portfolio assets, and improve quality of life for his clients.  He has advised on corporate and personal finance since 1992 when he began his career underwriting corporate debt, municipal bonds, and syndicated loans.

Prior to joining Du Lac Wealth Services, Kerry founded Fiduciary Asset Management and held senior positions with SunTrust (Private Wealth Management Medical Specialty Group), Banc of America Investment Services (DC Commercial Strategies Group), and NationsBank (Texas Growth Group).  He holds an MBA and a BBA from Texas A&M University along with SCUBA, drivers, and marriage licenses.

The Goodman family moved to North Carolina from Washington DC metro area in 2005, after relocating there from Texas in 1999.  Kerry’s wife, Simone, is a University of Maryland MBA and Senior Strategist with Optum Health’s Advanced Tech and Clinical Transformation team. Kerry and Simone have two daughters: Sophie (6th Grade), and Evie (2nd Grade) along with a pooch named Lexi.

An outdoor enthusiast, Kerry enjoys snow skiing and surfing with his girls, family hiking, and regular tennis matches at the UNC Farm Club.  He is a charter member of the Surfrider Foundation, past Treasurer of CHCP and past President of the New York Hatters COA.  Currently he serves as Vice Chair of the AEF Foundation, a global non-profit focused on early childhood education.

Phone 919-928-5751