Kelly began her career in wealth management nearly 10 years ago, working with clients at large private banks in New York City. She joined Mercer Advisors with a passion for providing holistic, family office serves to ultra-high net worth individuals and families. Kelly particularly enjoys working with multi-generational families, providing them with coordinated support for preserving and transitioning their wealth. Kelly holds her BBA from the Stephen M. Ross School of Business at the University of Michigan, as well her FINRA Series 66 license. In her spare time, Kelly can be found reading a fiction novel or attending a group fitness class. Kelly lives in Manhattan with her husband.
New York
767 Third Avenue 37th Floor New York, New York 10017