Investmark Advisory Group

Your Upper Valley Advisor

Helping Smart, Successful People Protect, Grow and Distribute Their Wealth

“The difference between having your work done and having it done as well as possible can be substantial.”

In these times of call centers, outsourcing and robo-‘advisors’, Investmark offers one-on-one, personalized investment guidance right here in the beautiful Upper Valley of New Hampshire and Vermont. Investmark Principal Doug Kerr is conveniently located in our Lebanon, NH office, where he provides specialized financial planning advice with smart, sophisticated solutions and timely execution.

As part of the Investmark team, Doug has the full support of our broad, national network of investment managers, accountants, lawyers, subject matter specialists, and advanced planning staff.

Doug is an Accredited Investment Fiduciary® (AIF®) designee and has earned numerous other professional designations. He received his BA from St. Lawrence University and his MBA from the Kellogg School of Business at Northwestern University. He has been a recipient of the Five Star Wealth Manager Award since 2017 and is a member of both the New Hampshire Estate Planning Council and the New England Business Brokers Association. Doug has run several large enterprises and has over 30 years of experience in the financial services industry. He is also active in a variety of professional, civic, and charitable organizations.

Douglas E. Kerr, AIF®<br/>Principal, Wealth Advisor

Douglas E. Kerr, AIF®
Principal, Wealth Advisor

2 Greensward Drive, Grantham, NH 03753

Tel: (603) 865-1077 (800) 443-1006

Email: dkerr@investmark.net Website: www.investmark.net

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Financial Advisor Magazine’s (“FA Mag”) 2024 annual RIA ranking and survey. Created by Financial Advisor Magazine. Presented in July/August 2024 based on data gathered by Financial Advisor Magazine. 431 firms participated in the survey. Firms pay a fee to hold out marketing materials. Not indicative of firm’s future performance. Your experience may vary. For more information, please visit www.fa-mag.com.

2019 Investment news best place to work. Created by Investment News. This award is based on employer and employee surveys covering company culture, benefits, career path, and more. Not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. For more information, please visit https://www.investmentnews.com/.

2016 Financial Times 300 Top Financial Advisers. Created by Ignites Research. Presented in Oct 2016 for the past 12 months. 520 Advisors were considered, 300 advisors (58% of candidates) were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.ft.com.

Financial Advisor Magazine’s (“FA Mag”) 2023 annual RIA ranking and survey. Created by Financial Advisor Magazine. Presented in July/August 2023 based on data gathered by Financial Advisor Magazine. 521 firms participated in the survey. Firms pay a fee to hold out marketing materials. Not indicative of firm’s future performance. Your experience may vary. For more information, please visit www.fa-mag.com.

Investmark Advisory GroupYour Upper Valley Advisor