Company: Welles Financial Services
Position: Managing Director
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.
Welles Financial Services helps clients achieve their financial objectives through asset protection strategies including
supplemental retirement planning, longevity planning, guaranteed income annuity and insurance programs, long term care insurance, insurance trusts, estate planning and other tax and income leveraging solutions. Welles works with business owners, executives and high net worth individuals.
Business Category: Finance Insurance & Real Estate
Good Lead: Business owners, executives individuals seeking sound financial planning and greater financial secuirty. Second opinions offered. Accountants, CPAs and diverse business advisors seeking an advisor with more than 25 years of experience.