Associate Wealth Advisor
As a CERTIFIED FINANCIAL PLANNER™ professional, Kelly is committed to earning the trust of her clients by addressing the areas of most importance to them and their families. With a goal-oriented approach and focus on ensuring clients have the clear, comprehensive information and context needed to help make the best decisions for themselves and their families, Kelly serves as an ongoing partner by providing thorough advice and a customized investment management approach that is informed by the continued financial planning work completed with clients. Kelly crafts each financial plan around clients’ true priorities in life, as wealth management is much more than managing a client’s portfolio.
Prior to becoming a wealth advisor, Kelly served as a Senior Account Executive at BSI Corporate Benefits, LLC. where she specialized in driving key growth initiatives and consulting with mid-market and large employer groups on their employee benefit offerings.
Kelly is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Kelly holds a CERTIFIED FINANCIAL PLANNER™ certification and active Series 65, Accident, Health, Life & Fixed Annuity licenses.
Outside of the office, Kelly enjoys working out, traveling with her husband, spending time with her family and watching college football.