KERI SABATINI

Financial Advisor

First Vice President - Investment Officer

Address: 10850 EAST TRAVERSE HIGHWAY, SUITE 5575 , TRAVERSE CITY , MI 49684-1364
Call: 231-922-4217  |  800-782-0228    Fax: 231-946-1240
Email: Keri.Sabatini@wellsfargoadvisors.com Compose mail in a new window

My Background

As a Financial Advisor with the Sabatini Sweeney Financial Strategies Group of Wells Fargo Advisors, I am deeply committed to helping my clients build and preserve their wealth--not just for today, but for generations to come. We take a collaborative, team-based approach, to help ensure that every client benefits from a comprehensive and strategic investment plan tailored to their unique goals.<br/><br/>What drives me is the ability to make a meaningful difference in the lives of those I serve. There is nothing more rewarding than seeing my clients achieve their dreams--whether it's securing a comfortable retirement, funding a child's education, or leaving a lasting legacy. This success is built on a foundation of trust, transparency, and personalized guidance, always with my clients' best interests at heart.<br/><br/>I began my career at Morgan Stanley over 22 years ago, joining Wells Fargo Advisors in 2011. Throughout my career, I have navigated clients through market shifts and economic cycles, providing objective, strategic advice with the highest level of professional integrity. My expertise includes investment planning, income strategies, and liability management, all designed to create long-term financial stability and confidence.<br/><br/>Beyond my career, I feel incredibly fortunate to call Traverse City, MI, home, where I live with my husband, Steve, and our beloved Golden Retriever. An active member of the Grand Traverse Yacht Club, I embrace the Northern Michigan lifestyle--boating, kayaking, biking, and stand-up paddleboarding. My passion for exploration extends beyond the water, as I also love traveling and am currently learning to speak Italian.

My Associate(s): Britney Maidens, Client Associate

My Education & Credentials

  • Fundamental Choice Portfolio Manager

My Community Involvement

  • Active Member, Grand Traverse Yacht Club
Securities Registered in the following states: AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, MT, OH, VA, VT, WI
Insurance licensed in the following states: CA (Lic. # 4400324)
KERI SABATINI: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Michigan : TRAVERSE CITY Branch