Kelli Adams, Cfp®, Ea Email & Phone Number

I became passionate about educating others on how to effectively save for retirement and invest wisely early in my career. I began at State Street with corporate investors, but it was apparent to me that I was meant to work with individuals. I felt strongly about advising individuals based on their unique situation without “selling” products, but there were very few companies that offered that type of Financial Planning. In 2005, I started at the firm, and I knew immediately that I had found my place. My position allows me to build a relationship with my clients and really get to know them as people, which in turn allows me to make recommendations that fit their needs. My clients are entrepreneurs, executives and retirees who each have individual goals and asset levels. I am very excited to be involved in our new Women & Wealth initiative focusing on educating women and catering to gender-specific needs.I take a holistic approach to wealth management, to help clients connect all aspects of their financial lives. I provide independent, objective investment management and a comprehensive range of financial advice to entrepreneurs, executives, and other professionals. I counsel my clients regarding investment strategy; income, gift, and estate taxes; managing and diversifying stock options, restricted stock, founder's shares, and other concentrated public and private equity holdings; planning for retirement and other significant life events; charitable giving; risk management; and estate plan structure.I hold the following credentials and licenses:CFP®EA Series 7Series 66 Specialties: Women & WealthIndependent Wealth ManagementPrivate Wealth ManagementWealth Management PhilosophyInvestmentsAsset ManagementFinancial Planning for WomenLife ManagementTax Planning and Preparation*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Listed skills include Holistic Financial Planning, Asset Managment, Investment Management, Retirement Planning, and 10 others.