As a Wealth Advisor, Kelley works with professionals, families, and multi-generational families to develop customized financial solutions to meet their ever-changing priorities. At Prio Wealth she provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate, and tax planning strategies. She joined Prio Wealth in 2018, and has thoroughly enjoyed working as a trusted advisor and partner to families and individuals for the past 15 years. Kelley is also a member of Prio’s Marketing Committee.
Prior to joining Prio Wealth, Kelley was a Senior Wealth Advisor at Sandy Cove Advisors and Boston Private Wealth. She began her career as a Senior Equity Research Associate specializing in Healthcare at Jefferies & Company and Leerink Partners.
She is a graduate of Boston University with a Bachelor of Science in Business Administration, and completed her MBA from the Carroll School of Management at Boston College. Kelley is actively involved with the Boston Estate Planning Council. She is also engaged with her home community through the Hingham Newcomers Club and Cohasset Golf Club.
Kelley’s free time is spent with her husband and two young children in Hingham, Massachusetts. Her personal priorities include skiing, golfing, riding her Peloton, and summer days on the water.