Kelly’s greatest strength is her relationship with the families we serve. She identifies and helps clients articulate the things that keep them up at night. As these personal issues unfold, she works to simplify, prioritize, and create a roadmap forward. Kelly also serves as a member of the team’s investment committee focusing on the world view and identifying key trends dominating economies and markets.
In addition to her financial advisor role, Kelly serves as Branch Manager of the Wilmington office and has a 28 year history with UBS. The relationships she has cultivated within the firm provide perspective and access to the firms intellectual capital.
Active in the community, Kelly is a regular speaker at investment seminars, a member of the New Hanover County Medical Center Foundation Board and The Girls Leadership Academy of Wilmington. Originally from Rumson, New Jersey, Kelly relocated to Wilmington in 1998. In her free time, Kelly enjoys outdoor activities with her family.
Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA