Kelly has 20 years of experience as an advisor prior to starting her own firm KRWMG in 2012. Her experience at several major brokerage firms has led to a unique view of investing that is focused on asset preservation. With years of extensive experience, Kelly and her team at KRWMG advise clients on ways to build and protect their assets in ways that are proven, straight forward and effective. Premium client service is our primary focus.\nKellys experience prior to starting her own firm KR Wealth Management Group began at Bear Stearns in 1993, Morgan Stanley 1995, Solomon Smith Barney 1999 & RBC 2009. Her experience has set her apart from her peers in asset preservation, product creation and regional specialist positions. Kelly has been successfully advising clients on ways to build and protect their financial assets.\nShe is licensed in Securities 7, 31, 66, 63 as well as Life Insurance and Annuities. As a sought after speaker in the industry, Kelly has been quoted in Registered Rep Magazine, featured on Real Talk Texas KLIF 570 and several other publications. Kelly is a current lecturer to MBA students in the Cox School of Business at SMU.
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