Kelly Conger
Putting the goals of each client at the foundation of her highly personalized approach, Kelly assists individuals who value the benefits that wealth can bring to themselves, family members and future generations. Kelly assists clients during key transitions in their personal and professional lives – when they are inheriting money, selling a business, retiring, or following another significant life event. Kelly is a 1992 Miami University Graduate with a bachelor’s degree in marketing and began her career at Merrill in 1993. She is Wealth Management Advisor, and she received her CERTIFIED FINANCIAL PLANNER™ certification in 2000. She has served as a mentor to other advisors and has volunteered her time in the community serving on the Dayton Children’s Board as chair of their annual fundraiser. She has volunteered for Habitat for Humanity and was a member of the Centerville Noon Optimist Club. A longtime Centerville resident, Kelly and her husband Bill raised her 2 sons here and remain in the 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.
