Cynthia Kelley
Senior Financial Advisor
- Role
- Financial Advisor, Vice President at Merrill Lynch
- Location
- High Point, NC, US
- LinkedIn followers
- 500 followers
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
Financial Advisor, Vice President
Apr 2022 — Present
Education
Wake Forest University
Bachelor's Degree
1995 — 1999
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