Kelly has more than 20 years of wealth management experience working with high net-worth individuals and family offices. She focuses on a concierge approach for high net-worth individuals, specifically on comprehensive services in investment management, insurance analysis, financial planning, and trust and estate coordination. Prior to joining GCG Financial, Kelly worked at Marsh Private Client and Bain & Company.
Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.