Kelly is Vice President, Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER professional at Merrill Lynch in Boulder. We create personalized financial strategies to help clients achieve their goals. Kelly began her career in sponsorship marketing and publicity, working primarily in NASCAR and music. That took her to marketing non-profit fundraising events. After joining a multi-family financial services firm in Cherry Creek, she learned that she really enjoys and has a natural affinity for financial services and joined Merrill lynch in 2012.
As a long-time Boulder resident, Kelly is very active in the community. She serves as the Communication Chair of the WILD Council and also mentors students at the Leeds School of Business at CU Boulder. Kelly serves on the advisory board for Chi Omega Fraternity’s Zeta Chapter at CU and is a founding member of the Boulder Chi Omega Alumnae Group. In addition, she is Assistant Coach of the Fairview High School Girls Golf Team. Kelly is Boulder High School graduate and received her bachelor’s degree from North Carolina State University. Kelly lives in Boulder with her partner, Matt, and enjoys playing golf, working out, travel, cooking, and spending time outdoors with family and friends.