Ms. Ganz started her career as a client service associate with our group after graduation in 2004. Currently, Ms. Ganz is a Financial Advisor creating and revising comprehensive financial plans to assist clients with pursuing their financial goals. She analyzes clients' assets, liabilities, and forecasted cash flows in relation to personal and financial goals. She also works closely with corporate executives to develop stock option exercise strategies. Kelly holds a B.A. degree in communications, a minor in Business administration from Villanova University and a MBA from Fordham.
- Certified Investment Management Analyst ®
- CERTIFIED FINANCIAL PLANNER (CFP®)
- BA Villanova
- MBA Fordham
- Series 7, Series 66, Life and Health Insurance License
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