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.
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.
Certified Trust and Financial Advisor (CTFA)
Vermont Elderly Resource Group (VERG) Board of Directors
- Champlain College, Associates degree, Paralegal
- Cannon Financial Institute Trust School, certificate