Continuing an illustrious career in the financial industry for the last 30 years, starting in the back office of Smith Barney in 1991, Kelly has been fortunate to see the industry from all sides – as a Sales Assistant at Kidder Peabody, to a Financial Advisor at UBS Financial, to a compliance officer at Royal Alliance, and a Divisional Vice President at AXA Equitable where she recruited, sourced, and trained individuals interested in building a career in financial services.
As a financial professional, Kelly believes that success in achieving important financial goals starts with a comprehensive plan. Taking a holistic approach, she helps her clients define what is most important to them, and together, they formulate a strategy that is best suited to them, whether they are accumulating wealth, investing for income, or developing a distribution plan that meets their lifestyle and legacy goals. Kelly’s focus is on proper asset allocation and diversification to preserve capital while meeting each client’s needs. Ongoing oversight and analysis, coupled with the identification of new opportunities or changes in the market that may affect client portfolios, help to ensure client goals are met.
In the financial services business, success comes most often to those with an innate concern for people, an unwavering commitment to their own professional growth, and a desire to help their clients meet their financial goals. Kelly provides a success-oriented environment through extensive training, resources, and support.
Kelly is a graduate of Stony Brook University with a Bachelor’s degree in Political Science. Committed to her career, she has earned multiple registrations and licenses, has a Chartered Financial Consultant designation, and has a Harvard Business School designation in Advanced Portfolio Design.