In July 2021, Kelly joined Merit Financial Advisors, bringing 19 years of experience in the financial services industry, as well as human resources and team development. A student of Behavioral Finance, she incorporates various tools to provide insight into clients’ own financial views and how their innate strengths and struggles can influence decision-making and ultimate success in reaching goals. In addition to traditional tenants of wealth management, Kelly specializes in estate planning and administration, guiding families as they consider personal and financial legacies.
Kelly is most enthusiastic about equipping women to make financial decisions with confidence, especially during significant life transitions. To that end, she regularly conducts educational events and volunteers with several nonprofit organizations.
Publications include US News and World Report and Merit’s blog. Kelly is a Five Star Wealth Manager Award recipient in 2023. Her designations include Chartered Financial Consultant®, Certified Estate and Trust Specialist®, Certified Wealth Mentor®, and she has obtained her Series 65.
Phone: 678-647-8040 | Email: kgallimore@meritfa.com | Website: www.meritfinancialadvisors.com
LinkedIn: www.linkedin.com/in/kellygallimore
