Cynthia Kelley is a graduate of Wake Forest University and was a proud member of the women's basketball team. With over 20 years of experience in the financial services industry, Cynthia's passion for the financial services industry stems from her desire to increase financial literacy for all.
Cynthia provides her clients with investment guidance, retirement planning, cash accumulation strategies and wealth transfer services. Cynthia also understands the importance of insurance planning with a specific focus in long term care and life insurance strategies.
Active in the community, Cynthia volunteers and provides educational workshops to several organizations within the Triad. Cynthia believes in giving back to the community and supports several nonprofit initiatives. Her volunteer work is vast and spans the triad.
Cynthia Kelley is an advisor who is committed to helping individuals, corporations and organizations achieve their investment planning goals while providing ongoing service as their needs change.
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.
