Kelly Crystal joined Merrill in 2009 as a Financial Advisor. Kelly is a graduate of Michigan State University where she earned a Bachelor of Arts in Finance and also a graduate of Walsh College where she earned her Master’s in Business Administration. Prior to joining Merrill, Kelly spent 10 years working in the automotive industry in Treasury and Finance.
Kelly strives to understand her client’s lifelong goals so she is able to advise them in all areas of wealth management including planning for retirement, legacy/family planning, strategies for small business owners, foundations, and any life insurance needs. Providing outstanding service and educating her clients on their investments while always being aware of changes in their families lives or businesses is very important to Kelly.
Kelly resides in Davison with her husband and three children. She enjoys spending time with her family, traveling, and being involved in the Community. Kelly is on the Board for the American Red Cross-East Central Bay Chapter, an Advisory Committee Member of the Community Foundation Women and Girls Fund, a member of the Grand Blanc Rotary Club, Flint Women's Forum, and Michigan State Genesee County Alumni Association.
Kelly earned the CERTIFIED FINANCIAL PLANNER™ certification.
Call Kelly today to discuss any financial concerns you have or simply to review your current portfolio at 810-603-8162.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
