Kelly Kimball

As Senior Wealth Management Officer, Kelly specializes in estate, gift, retirement and financial planning for individuals and families. Her primary focus is managing complex fiduciary relationships and coordinating client activities with their trusted advisors.

Experience

Kelly provided estate planning, estate settlement and trust services to clients throughout Vermont for TD Wealth Management, prior to joining People's United Wealth Management in 2015. She has over 20 years of experience in the financial services industry.

Professional Designations

Certified Trust and Financial Advisor (CTFA)

Affiliations

Vermont Elderly Resource Group (VERG) Board of Directors

Education

  • Champlain College, Associates degree, Paralegal
  • Cannon Financial Institute Trust School, certificate

Contact Info

802-660-1494

Required
Required
Required
Invalid emailAdd
Required

Thank you for emailing, I will be in touch with you.

Related Information


Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

Business Continuity Plan | Commission & Fee Schedule | Margin Disclosure | Financial Statement | Cost Sharing Arrangements | Order Routing Disclosure | Day Trading Disclosure | BrokerCheck

JOIN OUR NEWSLETTER