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Client Service Associate
Kelly serves as a Senior Associate for Wealth Partners Alliance in Dallas, Texas. Her responsibilities include client support and account management.
Prior to joining Wealth Partners Alliance, Kelly worked at Merrill Lynch supporting several Advisor teams.
Her extensive experience working for the financial industry since 2012 has allowed her to build trusting relationships while collaborating to provide seamless integration across all lines of business. Kelly has focused primarily on financial strategies, market research and oncoming Advisor development during her various roles in Wealth Management.
Kelly’s favorite things to enjoy in Dallas: