Kelly Willson

Kelly holds a BS degree in management from Canisius College (1989). She has been in sales and service for her entire career, has over 20 years of experience in the financial services industry, and holds Securities Licenses 7 & 66, as well as NY State Life, Accident, & Health Insurance.

Her career has taken her through all aspects of a financial advisory practice including marketing, new representative training, third party record keeping, business development, compliance and operations management.

Kelly prides herself on providing the best and most comprehensive level of service to individual clients, businesses, and the financial advisors and planners who manage their wealth.

She lives in Strykersville, NY with her husband and their son. In her free time she enjoys reading, playing the piano and gardening.