Over the past 20 years, Kelly has held a variety of roles in the financial services industry, such as client servicing, operations and compliance. Particularly focusing on the overall client service experience. She has held positions with Capital One, Schwab and LPL Financial, using the approach that exceptional client service, satisfaction and their confidence are a major key to one's success.
Kelly grew up on Long Island, and she lives on the east end with her husband and two boys. Most of her spare time is dedicated to her sons and their love for sports. She also enjoys having one or two DIY home projects going at any given time.
*Kelly is not registered with LPL Financial.