Kelly started her career as a Client Service Associate with our team after graduation in 2004. Today, as a Financial Advisor, Kelly creates and revises 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 the Certified Financial PlannerTM (CFP) certification, as well as the Certified Investment Management Analyst (CIMA) designation, from the Wharton School of the University of Pennsylvania. Kelly has also attained the Private Wealth Advisor designation. She is a member of one of Barrons Top 50 Private Wealth Management Teams in 2021. Kelly is a supporter of No Greater Sacrifice and has been involved in fundraising for the Christopher and Dana Reeve Foundation. Kelly holds a B.A. in communications with a minor in business administration from Villanova University and an M.B.A. from Fordham University. She lives in New York City with her husband, Tom, and their three children. She enjoys running half marathons, practicing yoga, and playing tennis and golf. 