My Qualifications

Kelly Welles brings more than 25 years of corporate banking, investment, insurance and business consulting experience to helping business owners and individuals achieve greater financial security. In addition to working with NY Life, Mass Mutual, Northwestern Mutual and JPMorgan Chase, she owned and operated an international bank marketing consultancy with offices in New York, London and Paris where she enjoyed close associations with Chase, MBNA, Barclays and Societe Generale.

She is a member of the Board of Governors of the Accountants Forum and the Presidents Council of the Financial Planning Association of New York for which she created the  annual Malcolm S. Forbes Award for Excellence in Advancing Financial Understanding.

She is also a member of the Board of Directors of Savvy Ladies, a non-profit organization dedicated to free financial education for women.

Financial Planning studies were completed at the Lubin School of Business, Pace University. She holds an LUTCF designation from the American College of Insurance and an MA in Economics from The New School in the History of Economic and Political Philosophy, Undergraduate studies in French Civilization were done at the University of Washington, Seattle and the Sorbonne and included studies at SHAPE, NATO, The Common Market, The International Court at The Hague and the United Nations, Geneva.

Kelly is dedicated to developing lasting relationships with all of her clients. She believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Kelly is Her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more secure financial future.

She is looking forward to using her expertise to help you pursue your financial goals.

Kelly is insurance licensed in New York.  Securites and investment advisory services are not offered.