Kerri Mast

Principal, Senior Wealth Planner, Head of Philanthropic Advisory
Charlotte, NC | USA

Kerri Mast

Kerri Mast is a Principal with extensive experience advising business owners and families of generational wealth. She helps clients achieve their goals relating to estate planning, philanthropy, business succession, and tax minimization. She provides clients with the resources they need to navigate transitions successfully and to help families thrive.

Prior to joining the firm, Kerri worked at Foundation For The Carolinas, where she advised donors and their professional advisors on issues relating to charitable giving and nonprofit governance. Prior to that, Kerri practiced law at Moore & Van Allen PLLC, where she advised families of substantial wealth on estate and tax planning matters. Kerri is a Fellow of the American College of Trust and Estate Counsel. She serves on several boards and committees, including The Nature Conservancy (North Carolina Chapter) Board of Trustees (chair), Homeowners Impact Fund Board of Trustees, HopeWay (Endowment Committee), Queens University Planned Giving Advisory Council (chair), Atrium Health Planned Giving Advisory Council, and Women’s Impact Fund (Environment Grants Committee).

She received a B.A. in psychology cum laude from Wake Forest University and a J.D. with honors from Emory University School of Law.

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