Kelly Anderson

Client Relationship Associate

Brighton, Michigan

Kelly is known for her positive attitude and exceptional customer service, consistently contributing to the welcoming atmosphere at the firm.
Previously, Kelly served as New Account Managers at Executive Wealth Management, bringing with her 13 years of valuable experience in the financial industry.
Kelly holds an Associate Degree in Business Administration-Accounting, Business Administration, and Liberal Arts graduating Magna Cum Laude from Oakland Community College. Her strong academic foundation, combined with her industry experience, makes her a trusted and dedicated member of the team.