Build personal connections with clients, assisting them on topics ranging from education planning and retirement planning to trust and estate planning. Prepare clients for the future by guiding them through strategic planning to reach their financial and aspirational goals. Be a resource for clients providing insight across a wide range of factors and decisions that affect their financial landscape.

Build personal connections with clients, assisting them on topics ranging from education planning and retirement planning to trust and estate planning. Prepare clients for the future by guiding them through strategic planning to reach their financial and aspirational goals. Be a resource for clients providing insight across a wide range of factors and decisions that affect their financial landscape.

Served as the head of financial planning for the firm. In that role I was a resource for advisors and clients regarding all financial planning topics ranging from retirement, tax and education planning to in-depth estate strategy.

Responsibilities include monitoring performance and investment activity, as well as suitability for our client base. Conduct primary research for Kelly Wealth Management while staying abreast of information to facilitate the selection of funds, managers, and structured products for our clients. Also in charge of performance reporting and analytics for the portfolios.

Worked with retail clients to accomplish service and trading needs.