Kelly L. Boyd
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Kelly L. Boyd Email & Phone Number

Investment Advisor Representative at InvestWise Financial, LLC
Location: Bloomfield Hills, Michigan, United States 2 work roles 1 school
1 work email found @investwisefinancial.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@investwisefinancial.com
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Current company
InvestWise Financial, LLC
Role
Investment Advisor Representative
Location
Bloomfield Hills, Michigan, United States
Company size
14 employees

Who is Kelly L. Boyd? Overview

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Quick answer

Kelly L. Boyd is listed as Investment Advisor Representative at InvestWise Financial, LLC, a with 14 employees, based in Bloomfield Hills, Michigan, United States. AeroLeads shows a work email signal at investwisefinancial.com and a matched LinkedIn profile for Kelly L. Boyd.

Kelly L. Boyd previously worked as Financial Consultant at Freedom One Financial Group. Kelly L. Boyd holds Bachelor Of Science (B.S.), Finance And Financial Management Services from Michigan State University.

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Email format at InvestWise Financial, LLC

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{first_initial}{last}@investwisefinancial.com
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AeroLeads found 1 current-domain work email signal for Kelly L. Boyd. Compare company email patterns before reaching out.

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Profile bio

About Kelly L. Boyd

“The best way to predict the future is to create it”Abraham LincolnMy success in the industry stems from my dedication to the principles of sound investing and applying core values to client service. I enjoy my time being a financial planner, no two days are alike. My job is to introduce individuals to effective ways of protecting money and saving on taxes. As a frequent educational speaker, I have reached thousands of people in my surrounding communities, by lecturing on social security, estate planning, taxes in retirement and retirement income planning. Having 30 years in the business has given me the ability to gain a wealth of knowledge that I can proactively offer all individuals.I have always followed a holistic approach, focusing on the overall picture for everyone’s unique situations. I begin by implementing a financial plan by building a comprehensive investment strategy. Diving into retirement years, I seek out ways to guide my clients in tax-efficient distributions. From there we will pursue different areas of insurance including Life, Long-Term Care and Medicare. Among many certifications I hold, one that is very important to me is my National Social Security Certificate. I am very proficient when it comes social security maximization strategies and can help folks decide when is the best time to turn it on. The last piece to this puzzle is estate planning, making sure my clients can enjoy life knowing they prepared for the future that lies ahead. What pleases me the most is that at the end of the day, my clients are 100% confident that they can retire in the lifestyle that they so choose without having to worry about their investments. Bringing my expertise, positioning it in a way that regardless of the market conditions, they will live their retirement dreams.Education:Bachelor’s Degree from Michigan State UniversityLicenses / Certifications:Securities LicensesAccredited Investment Fiduciary (AIF®)Life/Health Insurance LicensesBucket Plan CertifiedNational Social Security AdvisorI look forward to working with you!Kelly L. Boydkboyd@investwisefinancial.com586-331-3177

Listed skills include Retirement Income Planning, Social Security Maximization Strategies, Personal Financial Planning, Pensions, and 26 others.

Current workplace

Kelly L. Boyd's current company

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InvestWise Financial, LLC
Investwise Financial, Llc
Investment Advisor Representative
bloomfield hills, michigan, united states
Website
investwisefinancial.com
Employees
14
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2 roles

Kelly L. Boyd work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Current
Investwise Financial, Llc

Bloomfield Hills, Michigan

Kelly Boyd is a 1989 graduate of Michigan State University and has been in the financial services industry since 1990. Over the past two and a half decades, she has been helping clients and individuals achieve financial freedom through building, protecting and using their assets in the most effective and advantageous ways. Kelly also works with Social Security 567 University, educating people, corporations and organizations on the 567 different ways to take their Social Security benefit.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.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.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

May 2010 - Present

Financial Consultant

Freedom One Financial Group
Feb 1999 - May 2010
Team & coworkers

Colleagues at InvestWise Financial, LLC

Other employees you can reach at investwisefinancial.com. View company contacts for 14 employees →

SP Stacy Pach Stacy Pach Colleague at Investwise Financial, LlcRochester, Michigan, United States View → SR Scott Rooney Scott Rooney Colleague at Investwise Financial, LlcBloomfield Hills, Michigan, United States View → VM Vanessa May Funseth Vanessa May Funseth Colleague at Investwise Financial, LlcClarkston, Michigan, United States View → CO Cathleen Odish Cathleen Odish Colleague at Investwise Financial, LlcDetroit Metropolitan Area, United States View → HW Hunter Washington Hunter Washington Colleague at Investwise Financial, LlcRochester, Michigan, United States View → KH Kim Hruby Kim Hruby Colleague at Investwise Financial, LlcBloomfield Hills, Michigan, United States View → MB Michael Blaga Michael Blaga Colleague at Investwise Financial, LlcClarkston, Michigan, United States View → JK John Kennedy, Jr. John Kennedy, Jr. Colleague at Investwise Financial, LlcBloomfield Hills, Michigan, United States View → KH Kim Hruby Kim Hruby Colleague at Investwise Financial, LlcWest Bloomfield Township, Michigan, United States View → ML Malissa Loutzenhiser Malissa Loutzenhiser Colleague at Investwise Financial, LlcDetroit Metropolitan Area, United States View →
1 education record

Kelly L. Boyd education

FAQ

Frequently asked questions about Kelly L. Boyd

Quick answers generated from the profile data available on this page.

What company does Kelly L. Boyd work for?

Kelly L. Boyd works for InvestWise Financial, LLC.

What is Kelly L. Boyd's role at InvestWise Financial, LLC?

Kelly L. Boyd is listed as Investment Advisor Representative at InvestWise Financial, LLC.

What is Kelly L. Boyd's email address?

AeroLeads has found 1 work email signal at @investwisefinancial.com for Kelly L. Boyd at InvestWise Financial, LLC.

Where is Kelly L. Boyd based?

Kelly L. Boyd is based in Bloomfield Hills, Michigan, United States while working with InvestWise Financial, LLC.

What companies has Kelly L. Boyd worked for?

Kelly L. Boyd has worked for Investwise Financial, Llc and Freedom One Financial Group.

Who are Kelly L. Boyd's colleagues at InvestWise Financial, LLC?

Kelly L. Boyd's colleagues at InvestWise Financial, LLC include Stacy Pach, Scott Rooney, Vanessa May Funseth, Cathleen Odish, and Hunter Washington.

How can I contact Kelly L. Boyd?

You can use AeroLeads to view verified contact signals for Kelly L. Boyd at InvestWise Financial, LLC, including work email, phone, and LinkedIn data when available.

What schools did Kelly L. Boyd attend?

Kelly L. Boyd holds Bachelor Of Science (B.S.), Finance And Financial Management Services from Michigan State University.

What skills is Kelly L. Boyd known for?

Kelly L. Boyd is listed with skills including Retirement Income Planning, Social Security Maximization Strategies, Personal Financial Planning, Pensions, College Funding, Investments, Investment Advisory, and Business Succession Planning.

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