Kerry Nicholls


Deputy Head of Relationship Management & Training

Kerry joined the firm in 2012 and is now responsible for the day to day running of the Relationship Management, Client Services & Training teams. She and her team members are part of the front line team supporting independent wealth managers in the UK. Kerry’s strengths focus on improving the client experience, optimising team performance and identifying ways to continuously improve service overall, hence the reason she was asked to establish the firm’s Service 1st initiative in the UK.

Career History

With industry knowledge spanning over 25 years, Kerry started out her career in Retail Banking working for Midland Bank who was subsequently bought by what is now HSBC. During her 15 years with the firm, Kerry covered a variety of clerical and management positions including Branch Banking, Corporate Banking, Marketing, Call Centre Management and Project Delivery. Her varied experience served her well when she joined Edward Jones in the UK as Client Services Team Leader. After 18 months with the firm Kerry was promoted to overall Department leader for the Service Division in the UK which also encompassed the Branch Services and Training functions.

Kerry is ACIB, holds the Certificate in Securities & Regulations and is also Prince II qualified. As a result, Kerry is an actively involved stakeholder in Raymond James projects that benefit our Wealth Managers.

Kerry also plays a key role in the Raymond James UK Women Wealth Manager Network and has led a number of internal initiatives to help support and retain female wealth managers and leaders in our firm.

Living in Hertfordshire, Kerry likes to get away from the hustle and bustle of busy London life by enjoying country walks, taking in lots of fresh air.

Meet the Team

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Peter Moores

 

Chief Executive Officer, United Kingdom

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Cynthia Poole

 

Director of Relationship Management and Business Support

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Anthony Scott

 

Head of Business Development

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Mark de Ste Croix

 

Head of Compliance and Legal

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Stuart Wright

 

Head of Operations and Product Management

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David Strydom

 

Head of Technology & Facilities

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Naz Islam

 

Chief Financial Officer

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Erin Eckhouse

 

Head of Human Resources UK

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Kerry Nicholls

 

Deputy Head of Relationship Management & Training

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Tracy Speechley

 

Deputy Head of Operations

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Mark Filipponi

 

Deputy Head of Technology & Facilities