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Linda M. Kerschner, CRSPSenior Vice President, Financial Advisor

  • 4201 Congress Street
    Suite 160
    Charlotte, NC 28209
  • 704.927.0360
  • LinkedIn

Linda joined CAPTRUST in 2001 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Linda served as Senior Vice President of the Retirement Services Department for First Union Nation Bank, now Wells Fargo, where she developed and managed the bank's 401(k) daily valuation, record keeping department for defined contribution plans. She has worked in the industry since 1976.

EDUCATION

  • Bachelor of Science degree in art and education from Radford University
  • Master of Science degree in art and psychology from Radford University

INDUSTRY DESIGNATIONS

  • Certified Retirement Services Professional (CRSP)

AWARDS AND RECOGNITIONS

  • The 401(k) Wire’s 2006 and 2010 “Top 300 Most Influential Financial Advisors in Defined Contribution Plans” 
  • The 401(k) Wire’s 2011 “Top 50 Defined Contribution Advisors” in the Jumbo Market segment

INDUSTRY INVOLVEMENT

  • Appointed to the 2018 ERISA Advisory Council
  • Retirement and Benefits Management Seminar sponsored by the University of South Carolina, Department of Labor and Internal Revenue

Personal Profile

Hometown:
Hardy, Virginia
Favorite Book or Movie:
Winter Dance and A Christmas Story
Ideal Dinner Guest:
Mary Magdalene, Susan B. Anthony, and Mary Cassatt
Words to Live By:
If you can dream it, you can do it.
Qualities I Admire in People:
Faith, hope, and charity