Kelly Mould J. D.

Senior Vice President Director of Wealth Management Milwaukee Region @Johnson Financial Group

Racine, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2014 — Present

Senior Vice President Director of Wealth Management Milwaukee Region @Johnson Financial Group

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Racine, WI, US

Fiduciary Wealth Advisor

EDUCATION

1982 — 1990

Marquette University MA, BA

Bachelor's degree and Masters Degree, Broadcast Journalism and Electronic Media

2014 — 2019

Cannon Financial Institute

Certified Trust and Financial Advisor

2009 — 2011

University of Wisconsin Law School

Doctor of Law (J.D.)

2014 — 2016

Cannon Financial Institute

Certified Wealth Strategist, Wealth/Retirement planning/strategies

2014 — 2016

Institute of Divorce Financial Analysts

Certified Divorce Financial Analyst

ABOUT KELLY MOULD J. D.

Kelly has been an integral part of Johnson Financial Group since 2014, serving as an attorney and Senior Vice President. She leads the Milwaukee Region Wealth team and has earned the esteemed JFG Circle of Excellence Award for outstanding performance in four consecutive years: 2019, 2020, 2021, and 2022. A dynamic and visionary leader, Kelly excels in business development, change management, team growth, client service excellence, and community engagement. As a skilled speaker and writer, she frequently represents Johnson Financial Group at live events, hosts the podcast Your Money, Your Mission, and contributes regularly to radio programs and print publications. Kelly brings expertise as a creative marketing and wealth strategist, consistently identifying innovative methods for engaging clients and prospects. Her true passion lies in delivering exceptional client experiences that create lasting value. Before joining Johnson Financial Group, Kelly was with Hostak, Henzl & Bichler S.C. She also managed her own law firm, focusing on family and estate planning matters, and held a judicial appointment as Guardian ad Litem for Racine County. Her extensive career includes 20 years in the telecommunications industry, culminating in her role as Vice President of Customer Care at Time Warner Cable. As a solo practitioner, Kelly supported clients with trust and estate planning, and various family law actions including divorce, custody and placement, child support and guardianchip actions. She also served as assigned counsel for the state Public Defender’s office in Racine County, representing clients in commitment hearings, misdemeanor cases, and contested guardianships. In January 2012, she was judicially appointed to serve as Guardian ad Litem for Racine County. During her tenure in telecommunications, Kelly successfully implemented various advanced technologies, showcasing her expertise in change management, relationship building, negotiation, and project planning. With a diverse professional background, Kelly’s approach centers on client satisfaction, understanding market trends, and aligning products and services with client goals. She values the synergy of diverse perspectives, teams, and expertise to drive client and business success. Her belief in proactive, purpose-driven collaboration fosters innovative solutions that benefit customers and the community alike.

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Kelly Mould J. D. — Senior Vice President Director of Wealth Management Milwaukee Region at Johnson Financial Group in Racine, WI, US | Unifers