Kelly has over 35 years of experience in the financial services and insurance industry. Kelly works closely with individual wealth clients to handle all aspects of account administration, transaction and reporting. Kelly enjoys talking with, and more importantly, listening to clients. Simply by listening and asking the right follow-up questions, she is constantly uncovering additional ways we can assist a client.
Kelly’s duties at the office include:
- Assist Advisors when helping clients compare and understand alternative investment options
- Helping to articulate clients’ needs to an advisor
- Assist Advisors when answering client questions about products such as mutual funds, annuities, etc.
A Closer Look at Kelly Rowe
Kelly is a loving mother to two daughters and she loves to spend time with them whenever she can. One of Kelly’s favorite hobbies is working in her beautiful garden and doing yardwork. She also loves to spend time doing anything that involves working with and helping people.
- How to Win Friends and Influence People by Dale Carnegie