Wealth Advisory

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Elizabeth M. Kelly
 Client Service Associate

Ms. Kelly handles client service, reporting and account administration for our high net worth individuals and families.  In addition, she has responsibilities in operations.  Previously, she worked as a Senior Operations Analyst at Wells Fargo Asset Management.  Ms. Kelly has a B.S. in Economics and Finance from Saint Lawrence University and has 16 years of investment experience.

T: 804.288.0404
E: Click here to email Liz Kelly
INVESTMENT TEAM
CLIENT SERVICE TEAM