Kery Hutner, CFP®

Managing Director & Partner

Kery Hutner is a Managing Director & Partner with Oxford Harriman & Company, as well as a member of the practice’s investment policy committee.

Kery has over 20 years of experience in the financial services industry. Before joining Oxford Harriman,

Kery spent most of his career with Wells Fargo Advisors, most recently as a Managing Director – Investments. During that time, Kery facilitated advisor practices in merging and developing investment strategies, strategic planning, and investment planning protocols.

Kery provides an investment planning process for high-net-worth individuals and corporations utilizing unique strategies tailored towards their specific goals, needs, and objectives.

Kery understands that being a trusted advisor is an honor and has extensive experience guiding clients through life’s constant changes.

Kery helps implement a team approach to wealth management, including other professionals critical to the client relationship.

Kery coordinates with a client’s accountants, attorneys, and insurance providers, to help deliver a comprehensive and holistic plan for each relationship.

Kery graduated from the University of Florida with a B.S.B.A. in Finance in 1995 and received the widely recognized CERTIFIED FINANCIAL PLANNER™ certification in 2013.

Kery lives in Orange, Ohio, with his wife Stacie and their two children. Kery enjoys traveling, golfing, skiing, and most outdoor activities. Most importantly, Kery enjoys spending time with his family and coaching his kid’s in their many sporting activities.

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