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Kelly Rosa

Assistant, Estate Planning

Kelly enjoys assisting clients in achieving their estate planning goals. Her role consists of supporting estate planning strategists and serving as the main point of contact for clients. Before joining Mercer Advisors, Kelly worked at a midsize law firm that specializes in copyright law. She earned bachelor’s degrees in political science and criminology, law, and society from the University of California, Irvine. In her spare time, she enjoys traveling, reading, and being with friends and family.