Kelsey Regan

About Kelsey Regan

As entrepreneurs and founders, my clients lead complex and dynamic business and personal lives with ever-increasing demands. They are exceptionally focused on their highest priorities; their business interests, family, community, health, and leisure. Much like what they demand from their founding team, they have high standards and are eager to communicate and achieve their goals and objectives. They want results and are hungry for a cohesive articulation of what an excellent financial life should look like today and in the future. They need one experienced and well-resourced team to lead and coordinate the execution of all aspects of their financial lives. They place a premium on trust, quality advice, and strong advocacy for their interests. Simply put, my purpose and that of every member of my team is to collaborate with clients and families to organize, educate, advise and execute all aspects of their financial affairs so they can achieve their goals and live their lives.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Nov 2015 — Present

Education

• University of Rochester

  Masters of Business Administration, MBA

  2013 — 2015

• University of Rochester

  Bachelor's Degree

  2009 — 2013