Kelly is a Financial Advisor with SY Associates. She received her Bachelor of Science degree in Business Administration with a minor in Financial Analysis from the University at Buffalo (UB) in the Fall of 2015. Kelly’s professional background began in the financial services industry in 2016 at SY Associates and she has been licensed since 2017. Prior to her financial experience, Kelly maintained 7 years of retail and customer service positions.
Born and raised in North Tonawanda, NY, Kelly still resides there with her husband Alex, stepdaughter Layla, and baby Logan as well as their cats Mowgli & Akela and dog Lucy. She loves to spend her free time with family and friends, whether it's going to see a local show in Buffalo or a relaxing weekend away camping. Kelly is also a passionate member of the Bills Mafia.
While at SY Associates, Kelly has diligently worked with Anthony Scalise and Steven Yeh to gain experience and expertise. She aims to help clients and their families meet their financial needs with her assistance.
Securities Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination)
Insurance Licenses: Life, Accident, and Health