Kelly Coffindaffer

About Kelly Coffindaffer

Hi! I\'m Kelly, a Financial Advisor at Stifel Financial. With a unique blend of experience from over a decade in the fashion industry and a recent transition into financial services, I bring a fresh perspective and a commitment to helping clients work towards their financial goals.My journey began in the fast-paced fashion world of New York City, where I honed my skills in team management, vendor relations, and financial oversight, achieving positive EBITDA and fostering strong partnerships both domestically and overseas. Seeking a better work-life balance and a closer connection to family, I relocated to Charlotte, NC, and made a significant career shift to finance.At Stifel, I have the privilege of working alongside my father, whose 40+ years of experience in financial services provide invaluable mentorship. This opportunity allows me to offer my clients a high level of personalized service and expertise.My approach to financial advising is rooted in understanding each client\'s unique goals and crafting tailored strategies for wealth accumulation and preservation. Whether you are planning for retirement, saving for your children’s education, or managing wealth transfer to leave to the next generation, my mission is to create and implement strategies that align with your aspirations while mitigating risk.I hold a Bachelor’s degree from West Virginia University and am fully licensed with Series 7 and Series 66 licenses, and an Insurance Provider license for life, variable life, and variable annuities. Outside of work, I enjoy fashion, traveling, attending sports events in the WVU and Charlotte areas, exploring new restaurants, and testing out the latest wellness and beauty trends.If you’re looking for a dedicated financial advisor to help navigate your financial journey, please feel free to reach out. I am here to assist you in planning for a secure and prosperous Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

1. Financial Advisor - Stifel

   Stifel Financial Corp.

   Sep 2024 — Present · Bridgeport, WV, US

   Private Client Group

Education

• West Virginia University

  Bachelor of Science, Fashion Design and Merchandising

  2008 — 2011

Skills

• Sample Construction
• High End Accessories
• Retail Sales Analysis
• Handbags
• Fashion Shows
• People Skills
• Quick Learner
• Styling
• Event Planning
• Competitive Analysis
• Excel
• Merchandising
• Product Development
• Organizational Effectiveness
• Retail Math
• Visual Merchandising
• Trend Analysis
• Colleague Development
• Microsoft Office
• Fashion
• Apparel
• Retail Management
• Marketing
• Retail
• Business Travel
• Customer Service
• Sewing
• Mac
• Microsoft Word
• Social Media
• Public Relations
• Pc
• Writing
• Retail Sales
• Trend
• Shoes
• Word
• Powerpoint
• Microsoft Excel