Kelly joined Orbis Wealth / WealthShield Partners LLC as a Partner and Senior Wealth Advisor in April 2022. With 25 years of financial services and planning experience, Kelly is committed to working closely with individuals and families to develop customized financial strategies and investment solutions that achieve and evolve with her clients’ financial goals.
This alignment with Orbis Wealth enables Kelly to offer her clients a robust financial planning approach, an integrated technology platform, and a broad range of innovative investment solutions.
Kelly takes privilege in helping clients achieve and advance their financial investments and asset protection for themselves and their families. She is extremely passionate about helping her clients achieve their financial objectives. As such, Kelly is thrilled by the opportunity to work closely with clients, providing customized solutions and bespoke advice to the families she supports.
Kelly earned her bachelor's degree double majoring in Economics and Sociology from St. Lawrence University. She graduated Magna Cum Laude honor and studied International Economics in Japan with the International Christian University of Tokyo.
Kelly is a co-parent to two lovely, college-bound teenagers as she resides in Lower Manhattan. Kelly likes to dance, cook, paint, decorate and tend to her plants for relaxation and fun. As an avid traveler, she loves meeting new people, experiencing different cultures, and trying new cuisine while recreating recipes of her own.
Kelly takes pride in her ability to ask meaningful and deliberate questions to understand your goals and to uncover the heart of what matters most to every client and family. Kelly's intuition for her clients allows her to work through complex financial planning matters as she engineers a blueprint that is tailored to you with achievable and impactful solutions.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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