Kelli Gargasz

Kelli Gargasz Email and Phone Number

Founder at Client Centric Financial Advisors @ Stratos Wealth Partners
Kelli Gargasz's Location
Powell, Ohio, United States, United States
Kelli Gargasz's Contact Details

Kelli Gargasz personal email

Kelli Gargasz phone numbers

About Kelli Gargasz

A 2011 study entitled, “Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?” states, "Women are not only the new financial “heads of household” but wealth creators in their own right. The impact & influence women have in the world of consumer finance cannot be ignored & financial advisors who do will not survive."¹ The statistics speak for themselves; 95% of women will be their family’s primary financial decision maker at some point in their lives.² Today, women control 51.3%, or $14 trillion, in personal wealth, & that figure is expected to grow to $22 trillion within the next decade.³ By 2030, women will control 2/3's of the nation’s wealth, a result of strong organic growth rates buoyed by trillions in generational & spousal transfers.⁴ But barriers still remain, particularly in the financial industry. Women are more dissatisfied with financial services than with anything else affecting their daily lives; ⁵ they believe their gender is a key factor in the disrespect & condescension they experience & the poor financial advice they receive. ⁶ These statistics & her firsthand experiences inspired Kelli to build a Financial Advisory Practice of her own. One that embraces women equally, as clients, employees, and partners.Sources: 1. Family Wealth Advisors Council Study, “Women of Wealth: Why Do Financial Services Companies Continue to Ignore Them?” (2011) 2. Prudential Research Study, “Financial Experience & Behaviors Among Women” (2010-11) 3. Fara Warner, Power of the Purse (FT Press 2005) 4. Mary Quist-Newins, “Untapped Market: Women May Be Gaining Economic Power, but They Still Feel Financial Planners Are Not Recognizing Their Potential” (2010) 5. The Boston Consulting Group, “Women Want More (in Financial Services)” (2009) 6. The Boston Consulting Group, “Leveling the Playing Field" (2010)• Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Client Centric Financial Advisors and Stratos Wealth Partners are separate entities from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial nor has LPL Financial reviewed said posts for accuracy or completeness.• For a list of states in which I am registered to transact business, please visit https://www.clientcentricfinancialadvisors.com/

Kelli Gargasz's Current Company Details
Stratos Wealth Partners

Stratos Wealth Partners

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Founder at Client Centric Financial Advisors
Kelli Gargasz Work Experience Details
  • Client Centric Financial Advisors
    Founder & Financial Advisor
    Client Centric Financial Advisors Mar 2017 - Present
  • Stratos Wealth Partners
    Financial Advisor
    Stratos Wealth Partners Mar 2017 - Present
    Beachwood, Oh, Us
    Stratos Wealth Partners is an independent, partner owned and operated financial services firm built on the premise that our Client Relationships are our most valuable asset. Stratos demonstrates this commitment by providing meaningful financial objectivity, open architecture and a wealth of resources all to assist clients in meeting any wealth challenge they may encounter in today's ever-changing, global marketplace. *Kelli J Gargasz is a registered representative with and offers securities through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact & Personal Info" section. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment adviser and a separate entity from LPL Financial. *Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.*Kelli J Gargasz is registered to do business in the following states: OH, NC
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Feb 2015 - Dec 2016
    New York, Ny, Us
    I strive to form meaningful and successful relationships with my clients by focusing on the 4 R’s:* Recognizing the influence my clients possess; not only over their own wealth and that of their family but globally, influencing a loyal community of friends and followers that continues to expand both online and in their neighborhoods each day. * Researching what clients want from their financial advisor and seeking to create an innovative practice built to meets those expectations. * Responding to and communicating with time-stressed clients in a personalized, efficient and transparent manner by leveraging internal and external professionals. *Refining my services and solutions every day as I strive to retain and deepen current client relationships while I also thoughtfully expanding my personal network.
  • Fifth Third Bank
    Senior Vice President; Director, Private Banking
    Fifth Third Bank Oct 2006 - Feb 2015
    Cincinnati, Ohio, Us
    I led a team of 19 employees spanning from Central Ohio into the Ohio Valley who were dedicated to the development of private bank households exceeding $1MM in investible assets with Fifth Third Private Bank. As a member of multiple Bancorp and Regional committees I oversaw the development and design of Fifth Third Private Bank's "first generation" of products and services designed exclusively for households with over $1MM in investible assets and providing a clear differentiation between private banking and retail banking both within Fifth Third and among our Super Regional Private Bank competitors. Locally, as an added layer of service for Central Ohio's Private Bank clients, I introduced the “Client Engagement Series” in 2011. I began with a food & wine event at Lindy’s entitled “Perfect Pairings”. Clients in attendance were so pleased with their experience and our efforts, we decided to continue with the Series. In 2012, we hosted “Sushi, Sake and Sunsets” in the newly expanded "Waters Edge" event space overlooking the Columbus Zoo & Aquarium's Asia exhibit. Our clients in attendance for "A Taste of Africa" in 2014 were excited to be the first guests to experience the Zoo's newest exhibit, "Africa".My oversight of the private bank included balance sheet and income statement management, meeting or exceeding annual goals related to increasing new client households, assets under management, consumer and commercial deposits and loans. In addition, I was responsible for all employee recruiting, operational oversight, training, career development and HR administration within the private banking team. In May of 2011, I expanded my management oversight to the personal trust department until the group was regionalized in 2013.
  • Fifth Third Bank
    Senior Private Banker / Team Lead
    Fifth Third Bank Sep 2003 - Oct 2006
    Cincinnati, Ohio, Us
    Cash Management and Leverage Specialist for Private Bank Clients. Demonstrated exceptional sales performance made possible by a personal "client-first" relationship model.Partnered with the Wealth Management Advisors, internal business partners, and Centers of Influence in the sales process to maximize new business opportunities.Utilized lending and credit expertise to deliver sophisticated credit solutions best suited to meet the Client's objective (e.g. stock option financing, unique assets, customized loans, etc.).Developed strategies that improved non-performing loans, reduced delinquencies, maximized recoveries and minimized losses.Oversaw risk assessments and quality assurance reviews to evaluate compliance with internal and regulatory requirements and to identify potential gaps in policies, procedures and business processes.
  • Fifth Third Bank
    Csr To Financial Center Manager / District Administrator
    Fifth Third Bank Aug 1993 - Sep 2003
    Cincinnati, Ohio, Us
    FINANCIAL CENTER MANAGER / DISTRICT ADMINISTRATOR (1997-2003)Responsible for the efficient daily operations of multiple full service branch offices in New Albany, Worthington and Westerville, Ohio.Local community business development officer. Provided a superior level customer service and community support in an effort to grow households serviced within the branch office.Promoted the sales and service culture internally through coaching, guidance and staff motivation and engagement initiatives.Created, designed and implemented a unique loan program for Ohioans with disabilities that eventually grew into a $10MM partnership with Ohio State University and the Ohio State Treasurer’s Office.VARIOUS FIFTH THIRD RETAIL BANKING POSITIONS (1993-1997)Hired into a Customer Service Representative position in 1993 at the Bethel Road Banking Center.Promoted throughout the organization 12 times over my 21 year tenure. Other positions include, but are not limited to : Lead CSR; CSR Trainer; New Accounts Representative; Office Manager I & II, and Financial Specialist which was a fully investment licensed, dual role between Fifth Third Securities and Fifth Third Bank.

Kelli Gargasz Skills

Finance Investments Wealth Management Strategic Planning Consultation Leadership Management Financial Services Financial Planning Banking Financial Advisory Sales Team Building Loans Credit Portfolio Management Securities Business Development Public Speaking Customer Service Asset Management Retirement Planning Cash Management Financial Education Life Transitions Personal Finance Financial Analysis

Kelli Gargasz Education Details

  • The University Of Kansas
    The University Of Kansas
    Human Genetics

Frequently Asked Questions about Kelli Gargasz

What company does Kelli Gargasz work for?

Kelli Gargasz works for Stratos Wealth Partners

What is Kelli Gargasz's role at the current company?

Kelli Gargasz's current role is Founder at Client Centric Financial Advisors.

What is Kelli Gargasz's email address?

Kelli Gargasz's email address is kelli.gargasz@53.com

What is Kelli Gargasz's direct phone number?

Kelli Gargasz's direct phone number is +161420*****

What schools did Kelli Gargasz attend?

Kelli Gargasz attended The University Of Kansas.

What are some of Kelli Gargasz's interests?

Kelli Gargasz has interest in Watching My 3 Kids.

What skills is Kelli Gargasz known for?

Kelli Gargasz has skills like Finance, Investments, Wealth Management, Strategic Planning, Consultation, Leadership, Management, Financial Services, Financial Planning, Banking, Financial Advisory, Sales.

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