Cynthia Kelley

Senior Financial Advisor

Role
Financial Advisor, Vice President at Merrill Lynch
Location
High Point, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cynthia Kelley

Throughout my 20+ years of working in the wealth management industry, I\'ve learned this is a career of collaboration, relationship building, problem solving and listening. I provide strategies designed to achieve financial goals while preserving wealth across multiple generations. My favorite part about the Wealth Management industry is the people. It excites me to meet with people who have diverse financial priorities and goals. I enjoy listening to my clients as they share their financial objectives. As life and goals change, I work to update the approach to reflect them. Let\'s work together to help you achieve your financial goals today.

Experience

  1. Financial Advisor, Vice President

    Merrill Lynch

    Apr 2022 — Present

Education

  • Wake Forest University

    Bachelor's Degree

    1995 — 1999

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Cynthia Kelley — Financial Advisor, Vice President at Merrill Lynch in High Point, NC, US | Unifers