Kendra Bullock, MBA, MS
Client Services Specialist of Equity Products
Kendra Bullock is the Client Services Specialist of Equity Products for Premier Financial Group. As a specialist in investment services, she communicates directly with clients, advisors, and staff to ensure a seamless experience for clients throughout investment and securities transactions.
Originally from Memphis, Tennessee, Kendra earned her bachelor’s in finance and later her master’s in management from Middle Tennessee State University. She relocated to Philadelphia to obtain a master’s in taxation and financial planning from Widener University. She has gained wealth management knowledge through her experience working at various financial institutions, such as Vanguard and UBS. Kendra is passionate about financial planning and plans to become a Certified Financial Planner™.
In her free time, Kendra enjoys to travel and volunteer in her community. In the future, she hopes to teach financial literacy to community led organizations.