D: 248.539.5116
T: 248.932.5450
F: 866.522.9601
TF: 800.548.8008
Kelly Petrocella,
CFP®, CDFA®
Associate Vice President, Investments
Kelly graduated with honors from the University of Michigan-Dearborn with a BBA in Finance and Management. She has been working in the financial industry since 1999. She began her career working as an equity analyst, researching the consumer staples and biotech sectors. Kelly had a desire to work more closely with individuals and decided to become a financial advisor in 2005. As an advisor, she prides herself on taking a holistic approach. Working with her clients to help them meet their financial goals, by looking at the entire financial picture, not just their investments. Kelly is married with a son. She has lived in Michigan all of her life and currently resides in West Bloomfield.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
- 31500 Northwestern Hwy Ste 150 Farmington Hills, MI 48334-2600
- T: 248.932.5450
- F: 866.522.9601
- TF: 800.548.8008
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