Kelly began her career as a paralegal at Greenebaum, Doll & McDonald law firm, gaining rich experience in estate planning and administration. There, she was able to hone and refine her talents, but had a desire to work more closely with families in all aspects of their financial life. In 2001, she courageously made a career change and began as a new advisor trainee with UBS. Not for the faint of heart, Kelly thrived in her new environment, quickly gaining respect, trust, and confidence of clients and experienced advisors alike. She quickly found a home FTB Financial Services as an associate advisor, working closely with families and developing those deep connections she had longed for.
Today, Kelly is a primary advisor and one of the leaders of our team, earning recognition from Forbes as a one of America’s Top Women Advisors. In addition to working closely with client families, Kelly is the thought leader on the team in the area of trust and estate planning. Kelly also leads our team’s marketing strategy. Kelly puts her heart into everything she does, especially when it comes to helping FTB families. She brings positive energy to the office every day – you can often hear her singing softly to herself as she works.
Kelly is very active in the community, spending much of her free time helping others. She is Past President and currently serves on the Prokids Board of Trustees, she is a member of the Artswave Women's Leadership Roundtable Steering Committee, and is actively involved in local charity FOATY (From Our Angels to Yours). Kelly enjoys spending time with her husband, Bill, cheering on local sports teams, and engaging in all that Cincinnati has to offer with her close-knit circle of family and friends.
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI