A Trusted Hand in Financial Administration: Meet Kelly
Kelly rejoined Pinnacle Wealth Management in 2021, bringing with her a deep familiarity with our systems and culture from her previous tenure in 2015. Her return has been a valuable asset to our administrative team, enhancing both efficiency and continuity.
With over a decade of experience in the financial services industry, Kelly began her career in direct equities, stockbroking administration, and client liaison. Her transition into a Client Relationship Manager role expanded her expertise across all facets of financial planning, including the implementation of tailored client advice.
In her role, Kelly supports both Matthew Anderson and Matthew Strickland with administrative responsibilities.
Kelly’s comprehensive industry knowledge and hands-on approach add meaningful depth to our client service operations. Her presence reinforces our committment to delivering exceptional care and building lasting relationships with our clients.