Kelley Wolfington

Kelley Wolfington, CTFA, is a seasoned professional in the financial industry, specializing in holistic advice related to trust and estate planning, wealth transfer, philanthropy, succession planning, tax planning, and family communications strategies for ultra-high net worth and high net worth individuals and families.

With a background in finance, Kelley Wolfington leverages her expertise to collaborate with internal and external colleagues and partners to deliver tailored advice and develop strategic solutions for her clients.

Kelley's role involves creating strategies, techniques, tools, and materials focused on trust and estate planning, wealth transfer, philanthropy, succession planning, tax planning, and family communications to benefit her clients' overall financial well-being.

She actively engages in a perpetual process with her clients to enhance their financial status by guiding them through goal setting, aligning values, and defining visions for themselves, their families, and their communities.

Kelley Wolfington is a graduate of Villanova University, where she studied BS in Finance. She brings a solid educational foundation to her wealth management career.

Throughout her career, Kelley has held significant roles at distinguished organizations such as SEI Private Wealth Management, Hawthorn - PNC Family Wealth, Wells Fargo, Silver Bridge Advisors, and BNY Mellon Wealth Management.

As an accomplished Senior Wealth Strategist, Kelley has demonstrated her capabilities in providing high-quality advice and solutions in the wealth management sector, making her a valuable asset to her clients and partners.