Kerri Lynn Pierce

Present Position

• Senior Accountant in Rock Hill, SC office
• Prepares income tax and related returns for individuals, estates and trusts

Experience

• Director of Shareholder Services for Comporium, Inc. in Rock Hill SC
  • June 2006 – December 2024
• Estate & Trust Team Leader for Cherry Bekaert & Holland in Charlotte NC
  • August 2003 – June 2006
• Wealth Strategist for Wachovia Wealth Management in Charlotte NC
  • March 2000 – August 2003
• Fiduciary Specialist for Bank of America Private Bank in Charlotte NC
  • September 1995 – March 2000
• Estate & Trust Department Tax Services Professional for Johnston Taylor Allison & Hord in Charlotte NC
  • April 1991 – September 1995
• Tax Associate for Deloitte & Touche in Charlotte NC
  • August 1989 – April 1991

Professional Memberships

• American Institute of Certified Public Accountants
• South Carolina Association of Certified Public Accountants
• Charlotte Estate Planning Council

Education

• Winthrop University — Graduated December 1986
  • Major in Accounting & Finance with Minor in Religion

Interesting Facts

• Married to David since 1988 & have two adult children, Nathan and Tori
• Have served on the Board of several local charities including Bethel Shelters and the YMCA
• Hold the Accredited Estate Planner (“AEP”) Designation from the National Association of Estate Planning Council
• Served as the President of the Charlotte Estate Planning Council