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Kyle Kelly


Kyle Kelly

Wealth Manager

As a client service specialist, Kyle Kelly assists with handling the new business department operations. He is responsible for client integrations and implementation of your new plan, according to your advisor’s recommendations, and is your guide and point of contact throughout the process.

Kyle also works with existing clients to help fulfill any service requests. Kyle also works diligently on outbound marketing campaigns to pre-and existing clients, working closely with the marketing department to meet and contribute to the company’s goals.