About Kelly
Kelly is a Principal in the Virginia office. She excels at building strong client relationships and is responsible for actively managing client portfolios, developing investment strategy decisions, and supervising Associates in the Virginia office. Prior to joining Cerity Partners, Kelly served a...
Areas of focus
Credentials & background
Designations
CFP
Education
Bachelor's Degree, Financial Planning Willam Patterson University of New Jersey (2014)
Clients served
Business OwnersCorporate ExecutivesHigh Net Worth IndividualsDoctorsBusinesswomenWealthy Families
Registered in
Virginia
Regulatory
The firm
Cerity Partners