Kelly joined the firm's Trust & Wealth Management practice in 2014 to assist with the administration of the various investment, retirement and trust accounts managed by the practice.

Kelly assists families by:

• Preparing paperwork necessary to consolidate assets from various outside accounts and coordinating and monitoring the asset transfer process;
• Communicating frequently with the firm’s investment advisor to ensure proper reserves are maintained or adjusted to meet changing cash needs of the family;
• Paying estimated taxes, overseeing the collection of documents for tax season, and reviewing drafts of tax returns prepared by clients’ accountants;
• Paying bills and managing cash flow for clients, which frees them to focus on more enjoyable pursuits, whether spending time with family, enjoying hobbies, traveling, or otherwise;
• Organizing and executing charitable gifting plans each year and tracking the information for tax reporting.

Practice Areas

• Trust & Wealth Management

Education

• Central Connecticut State University, B.S. (Business Management)
• Intermediate and Advanced Trust Schools, American Bankers Association, Graduate Trust Certification

Professional Designation

• Certified Trust and Financial Advisor (CTFA)