Kelsey Irwin joined Merrill in 2011 and works diligently to provide tailored wealth strategy to individuals and families who may or may not have the time or inclination to immerse themselves in the day-to-day investment process to build, manage and preserve their wealth. She is committed to building multi-generational relationships with her clients and to providing them with the highest degree of professional service. The Franke, Stento, Mohan & Irwin Group brings big-picture vision and exacting attention to detail. Their goal is to provide practical strategies and tangible assistance to help simplify and streamline the complexities that significant wealth can pose. “We operate at the intersection of money and life, helping clients define their goals, make informed decisions, and take cohesive action, all while building momentum toward their ideal lives and legacies.” Kelsey spends much of her time learning about clients’ current needs, concerns and future aspirations. A native Floridian and a graduate of The University of Florida, Kelsey lives in Niskayuna, New York with her husband Tim, daughter Charlie, and their yellow lab, Doug. In her free time, Kelsey enjoys staying active. A "retired" 7x marathoner and 2x Boston Qualifier, she now sticks to chasing after a toddler.
Kelsey holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Planning Counselor™ designation, and FINRA Series 7 and 66 Registrations. She also has her Masters of Business Administration from The Boston College Carroll School of Management.