CoverProfile

Amber Kelly

Wealth Advisor, Director of Global Wealth Women

Global Wealth Management

United States, Florida, Fort Lauderdale

About Me

Amber Kelly is dedicated to helping individuals and families plan for their future. She helps develop comprehensive financial plans encompassing concerns such as income planning, retirement planning, asset protection strategies, investment planning and estate planning. Amber earned a bachelor’s degree in economics and finance from Southern New Hampshire University. She is a licensed Investment Adviser Representative and holds an insurance license in the state of Florida for life, health and annuities. Amber has spent several years providing counsel to financial advisors from around the country on how to build suitable and ethical business practices. She has worked directly with all levels

View more

Profile Information

Wealth Advisor, Director of Global Wealth Women

Global Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Lauderdale

Florida

United States

Sep 14, 2024

More profiles to browse

JT
John Thomas
Chief Investment Officer, Wealth Manager, Investment Adviser Representative
DO
David Olsen
Vice President of Client Services, Financial Advisor and Vice President of Wealth Management
AC
Andrew Costa
Managing Director & Co-Founder Wealth Advisor
Profile Photo
Richard Giannotti
President - Sports & Entertainment. Wealth Advisor. Assistant Portfolio Manager

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors