Kellie A Gillespie
Client Relationship Manager/ Investment Advisor Representative/ Financial Paraplanner Qualified Professional™
Kellie serves as a Client Relationship Manager. In this role, she develops, manages and grow client relationships. Kellie is also proficient in E-Money Financial Planning Software. She has been in the financial business for over 13 years and holds securities registrations Series 7, 66, and Life, Accident, & Health licenses and Long Term Care licenses. The College of Financial Planning has granted Kellie to use the designation Financial Paraplanner Qualified Professional™ (FPQP™) designation. In her free time, she likes to spend it with her husband Kevin and their two daughters.