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Joined Groups
33 Members
United States
2467 Days Ago
10 Members
United States, New York
1822 Days Ago
General Info
 
 
First Name:
Kelly
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Last Name:
Welles
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Company:
Welles Financial Services
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Company description:
Welles Financial Services helps clients achieve their financial objectives through full service wealth management and wealth preservation offering
(investment management, retirement planning, longevity planning, guaranteed income annuity and insurance programs, long
term care insurance, insurance trusts, estate planning and other solutions). Welles works with business owners, executives and high net worth individuals.
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Address:
300 West 55th StreetSuite 10MNew York, NY 10019
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City:
New York
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State:
New York
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Zip Code:
10019
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Email:
kelly@wellesfinancialservices.com
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Work Phone:
917-626-8590
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Misc
 
 
Description:
Kelly has over 20 years of experience helping high networth clients, business owners and diverse professionals make sound decisions. Prior to founding WFS, she was for six years a financial representative with Northwestern Mutual Life where she enjoyed a close association with The Estate Strategies Group. Before that she was a corporate banker with JPMorgan Chase, an investment specialist with Fleet Enterprises and a consultant with Cowan Financial. Earlier, she owned and operated an international bank marketing consultancy with offices in New York, London and Paris. A long time member and past officer of the Financial Planning Association, she created the Malcolm S. Forbes Award for Excellence in Advancing Understanding of Financial Planning Among the Public.
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Business Category:
Finance, Insurance & Real Estate
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