Kelly Smith Email & Phone Number

For over 20 plus years I've had the privilege of working with some of the most exceptional advisory firms, single family, and multi-family offices. In my past experience I've been able to consult with advisors and families and I have developed an expertise in family offices and large complex RIA's. My roles in business consulting, custody, and ultra-high net worth, have enabled me to build strong foundations and peer connections for family office leaders and family members in the greater central region of the US.At Fidelity Family Office Services, we provide custody, brokerage, investments, and solutions consulting to single family offices, wealthy families, multi-family offices and the advisors who support them. We spend a great deal of time getting to know families, their family offices, and how we would best serve their needs. It is important that our clients are a good fit for our offering and our culture.Please reach out to me if you would like to learn more about how partnering with Fidelity Family Office Services might benefit you. Kelly.Smith2@FMR.com or 312-307-6916.Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.

Listed skills include Wealth Management, Relationship Management, Business Development, Series 63, and 14 others.