1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
- With CAPTRUST Since 2005
- 610.865.2600
-
600 Hamilton St #900
Allentown, PA 18101
Jennifer Kelly, AWMA®
Financial Advisor
- Nazareth, PA
- Angela's Ashes | Shawshank Redemption
- My husband, my boys, and my parents and grandparents
- The only wealth which you will keep forever is the wealth you have given away.
- Humor, kindness, and determination
Financial Advisors
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®).
Education
- Bachelor of Science degree in business management from State University of New York at Plattsburgh
Industry Designations
- Accredited Wealth Management Advisor℠
News & Resources
Retirement Plans
Announcements
2 years ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
Announcements
2 years ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Announcements
2 years ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
