Kelly Hewitt
Wealth Management Advisor | Financial Planning
- Role
- Paraplanner at Ameriprise Financial Services, LLC
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kelly Hewitt
Kelly is a Client Service Advisor who works with high net worth families in achieving…
Experience
Paraplanner
Ameriprise Financial Services, LLC
Feb 2024 — Present
Education
Northwestern University School of Professional Studies
Financial Planning Courses, Finance and Financial Management Services
2014 — 2016
Miami University
Political Science and Government
2005 — 2009
Skills
- Leadership
- Social Media
- Microsoft Office
- Banking
- Fundraising
- Project Management
- Powerpoint
- Nonprofits
- Event Planning
- Customer Service
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