Kelley provides tax, estate, philanthropy and succession planning advice to ultra-high-net-worth and high-net-worth clients. Throughout her career of over 20 years in wealth management, Kelley has solely worked with high- and ultra-high-net-worth families, individuals and organizations. Immediately prior to joining SEI, she was a relationship strategist at Hawthorn, PNC Family Wealth, where she led client management activities. Previously, she was a Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank, serving as a subject matter expert in fiduciary advice. Prior to Wells Fargo, she was a Client Advisor for Silver Bridge Advisors, where she partnered with successful families to grow, manage, protect and transfer their assets.
Website: www.seic.com | X (Twitter): @SEIInvestments
