Jennifer Kelly, AWMA®

Financial Advisor

Education & Other Highlights

Jennifer Kelly is a wealth management financial advisor based in Allentown, PA.

Jennifer specializes in providing services to senior corporate executives, high net-worth individuals, endowment and foundations, and successful entrepreneurs nationwide. Jennifer has been with the team since 2005 and has worked in the industry since 1991. Her concentration revolves around the areas of portfolio management and retirement income planning. Jennifer is a graduate of Plattsburgh State University where she earned a Bachelor of Science degree in business management and holds the designation of Accredited Wealth Management Advisor (AWMA®).


  • Bachelor of Science degree in business management from State University of New York at Plattsburgh

Industry Designations

  • Accredited Wealth Management Advisor℠


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