Kristy Keller Email and Phone Number

In my current role at Venture Visionary Partners, where we have $5 billion assets under management, we concentrate on growing and managing family wealth. I serve as the primary contact point for our clients to assist them in managing their financial activities in a variety of ways including processing distributions and moving cash and securities between accounts via wire, journal, and electronic funds transfers. I also open new accounts, track quarterly billing, and work with external CPAs to grow our client’s generational wealth. In 2019, I, along with seven other coworkers, left UBS and entered the Registered Investment Advisor realm starting Venture Visionary Partners. As a founding member, I wore many hats in the beginning and became adept at setting up new organizational procedures, creating a compliance department, and growing a thriving business. I love thinking creatively, planning and organizing and thrive in a fast-paced environment where a high level of accuracy is needed.Before transitioning to finance, I worked for several years in the interior design field at La-Z-Boy's Corporate Office in Monroe, MI after graduating with my Bachelor of Arts degree from Bowling Green State University in 1994.