Navigating your financial future can be overwhelming, but you don’t have to do it alone. I’m Kelly, a dedicated Wealth Management Advisor and Senior Portfolio Advisor committed to helping you achieve your financial goals with confidence and clarity. I am a CERTIFIED FINANCIAL PLANNER® Professional and a Certified Plan Fiduciary Advisor® designee, holding Series 7 and Series 66 FINRA registrations, along with Virginia Life and Health Insurance licenses. I earned my Bachelor’s Degree in Financial Planning from Liberty University. Though I originally hail from the charming coastal town of Mathews, VA, I now call Elon home. When I’m not at the office, you’ll find me enjoying life’s simple pleasures—cooking, thrifting, exploring new places, cheering on my favorite baseball teams, and, most importantly, spending time with my husband, our young son, and our two beloved dogs.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
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!
You're invited to our festive Holiday Open House this November! Bring your family—and your pets—for a special holiday photo with Santa Claus at our office. Enjoy hot chocolate and seasonal treats whil...
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.
