Brenda Claire Kelley,
FPQP™
Financial Planning Consultant
Brenda is our main point of client contact, and works closely with each member of our team to provide an exceptional client experience. When you call or visit our office, Brenda’s friendly greeting reminds you that we care about you, professionally and personally.
Her extensive knowledge of our industry and of our clients, combined with her detail-oriented nature, makes her the person our clients and team members turn to with questions and needs.
Our clients count on her for important tasks such as wire transfers and monthly distributions from their investment accounts, and making sure they meet their required minimum distributions.
Brenda loves helping people through the financial process and making their lives a little easier. Her humor and zest for life are added bonuses for our clients and team.
Brenda has worked in the financial services industry since 1984. She holds the Series 7, 9, 10, 63 and 66 securities licenses, as well as life and variable insurance licenses and the Financial Paraplanner Qualified Professional® designation. Before joining our team in 2010, she held positions in operations, client service and branch operation support at PaineWebber/UBS and Dean Witter Reynolds.
Brenda is from the Burlington area and lives in Fletcher, Vermont with her husband, Ricky. They have two children, Brandi and Lindsay, and four grandchildren, Randy, Brianna, Mia and Kylie. In her free time, Brenda enjoys camping, cooking and outdoor activities.
