Kelly Wealth Advisors
Financial Planning
43219 Columbus, OH
United States
Amy has over 18 years of experience working with high-net-worth clients. According to Amy: ""I absolutely love working with great people who are committed to meeting their financial goals and want to enjoy their lives.
Amy has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2003. She spent the majority of her career as a Senior Wealth Manager at Budros, Ruhlin & Roe (now Corient) before she branched out on her own.
Amy is also a Certified Divorce Financial Analyst, CDFA®, and has over 10 years of experience helping individuals and couples in the midst of a divorce. She always prefers to be engaged as soon as possible to add the most value, but early in the divorce, mid-divorce, or at the end when it is time to move accounts is all still highly valuable.
Business Hours: Mon - Fri: 8 AM - 5 PM; Sat - Sun: CLOSED
Contact Name: Amy Kelly
Contact Info:
Kelly Wealth Advisors
Address: 1 Easton Oval, Ste 550, Columbus, OH 43219
Phone: +1 614-383-3778
Mail: [email protected]
Website: http://www.kellywealthadvisors.com/
Find Online:
Facebook: https://www.facebook.com/profile.php?id=61555671503409
LinkedIn: https://www.linkedin.com/company/kelly-wealth-advisors/
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