Kelly Letchworth
Kelly Letchworth is a Wealth Management Advisor and Assistant Vice President at Merrill, working as part of the Hoskins Letchworth Wealth Management team—a group of six professionals dedicated to helping clients make confident, informed decisions about their financial futures.
Kelly works with individuals and families to develop personalized strategies that reflect their values, life stages, and long-term goals. Her approach is thoughtful and intentional, blending financial expertise with a deep understanding of what matters most to each client.
She earned her Bachelor’s Degree in Financial Planning from Liberty University and holds the CERTIFIED FINANCIAL PLANNER® designation, as well as the Certified Plan Fiduciary Advisor® designation. Kelly also maintains Series 7 and Series 66 FINRA registrations and is licensed in Virginia for Life and Health Insurance.
Originally from the coastal town of Mathews, Virginia, Kelly now lives in Elon with her husband, their son, and two dogs. Outside of work, Kelly enjoys cooking, thrifting, cheering on her favorite baseball teams, and spending time with her family. These everyday joys remind her why thoughtful financial planning matters—it’s about creating a life you love and a legacy that lasts.
Taking proactive steps toward securing your financial future is essential, and that involves more than just receiving investment advice. I take the time to get to know you—your family, your journey, and what success means to you. Together, we'll delve into your investment style, prioritize your goals, and create a personalized financial plan that aligns with your unique needs.
Every client's journey begins with comprehensive financial planning. This foundational step allows me to craft tailored recommendations that are specific to your situation. Before our first meeting, I will provide you with a detailed checklist of the documents needed to kick-start the financial planning process.
Feel free to reach out at 434-485-8294 or at kelly.letchworth@ml.com if you'd like to discuss this further. I'm looking forward to meeting with you!
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.
