Cfp® Kelly Weaver
Cfp® Kelly Weaver
Kelly Weaver is a highly experienced financial professional who specializes in comprehensive wealth management and financial planning. She has a Bachelor of Arts in Political Science and Government from Temple University and has successfully completed the Certified Financial Planner program at the Wake Forest University School of Business.
Weaver has been involved with various financial advisory firms such as Smith Barney, LC Wegard, and Interstate Johnson Lane, among others. She has also held the position of Managing Principal at both LPL Financial and Weaver Wealth Management.
As a fee-based asset manager, Weaver provides a range of financial services to high net worth individuals and small businesses. These services include estate planning, retirement planning, education planning, and corporate retirement plans. She is also knowledgeable in corporate 529 plans, which are college savings plans for employees.
Weaver is a registered investment advisor and is a member of FINRA and SIPC. She is properly licensed to discuss and transact business with residents of specific states.