Cynthia Kelley works with clients to guide them through every stage of their financial journey--from building wealth to planning for retirement and preserving their legacy. She takes the time to understand each client's unique goals, values, and priorities, creating personalized strategies designed to grow and protect wealth over time. With a commitment to long term relationships, Cynthia provides guidance, proactive planning, and thoughtful insights to help clients make informed decisions with confidence.
> "I am part financial strategist, part financial steward, all heart. I'm not just about growing portfolios—I'm about growing confidence, clarity, and legacies. Whether it’s planning for retirement, launching a business, or mentoring the next generation, I bring warmth, professionalism, and a dash of humor to everything I do. In a world full of noise, I help people tune into what really matters—and chart a path toward it." ~Cynthia Kelley
A graduate of Wake Forest University, where she was a proud member of the women’s basketball team, Cynthia combines her academic background with a passion for being a trusted partner in her clients’ financial journeys. Her experience encompasses investment guidance, retirement planning, cash accumulation strategies, wealth transfer services, custom lending, charitable giving, business succession planning, among other potential financial solutions... All tailored to support her clients' financial goals.
Beyond her professional endeavors, Cynthia is actively involved in the Triad community, volunteering and conducting educational workshops for various organizations. Her commitment to community service reflects her belief in giving back and supporting nonprofit initiatives.
As a Financial Advisor at Merrill Lynch Wealth Management, I'm committed to helping you navigate life's financial decisions with clarity and confidence. Whether you're planning for retirement, growing your wealth, creating a succession plan, or preparing for the next chapter, my approach is personalized, thoughtful, and grounded in what matters most to you. Let's work together to build a strategy that supports your goals--today and for the future.
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.
