Get to know

Amber Kelly

amber-kelly

Amber Kelly

Wealth Advisor, Director of Global Wealth Women

Amber Kelly is dedicated to helping individuals and families plan for their future. She helps develop comprehensive financial plans encompassing concerns such as income planning, retirement planning, asset protection strategies, investment planning and estate planning.

Amber earned a bachelor’s degree in economics and finance from Southern New Hampshire University. She is a licensed Investment Adviser Representative and holds an insurance license in the state of Florida for life, health and annuities.

Amber has spent several years providing counsel to financial advisors from around the country on how to build suitable and ethical business practices. She has worked directly with all levels of financial practices, from CEOs to local independent advisors and insurance agents.