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.
Film, Theater, Literature and Poetry, Biography, History and Travel; Kayaking Trail Hiking and Camping; Life long friendships; Making New Friends; Making the World a Better Place; Spreading Angel Dust.
Presidents Council, Financial Planning Assn. of NY Accountants Club of America Board of Advisors, Beljanski Foundation Board of Advisors, Savvy Ladies Former Board of Directors, Where CEOs Turn for Five Star Expertise. Rainmakers Forum National Assn. of Financial and Insurance Advisors; Financial Planning Association; Smart CEO Magazine, Judge, Deals of Distinction; Awards nominator for five years. Former Mass Media Consultant to the Ford Foundation and the United Nations
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.