Joe Kerrigan is a Sales Assistant for the Strategic Retirement Partners Cleveland Office. Joe has been shadowing advisors, assisting on sales calls and meeting small business owners to learn about their day-to-day operations, roles and challenges. He looks forward to helping clients who have invested their lives and assets into their business and are looking for help with employee 401(k) products, long-term goals, business valuation, succession and exit planning and other services.
Joe Kerrigan graduated from The Ohio State University in 2020 with a bachelor's degree in Finance. A native of Medina, he first began his career with Legacy Business Advisors. While in college Joe served as a financial advisor intern with Ellsworth Advisors in Hudson, Ohio. After graduating, he worked as a Client Services Representative for Morgan Stanley in Columbus.
Joe appreciates his team who have welcomed him and offered help and advice on the company's services, products and culture. He enjoys learning how to navigate client communications and the advising process – and he likes working close to home and in Medina's historic downtown public square.