Stephanie Kelly

Stephanie Kelly is the Associate Vice President of Investments at SKA Wealth Strategies, a division of Raymond James & Associates. Based in New York City, she has a significant background in financial advising and wealth management.

Professional Background

• Current Position: Associate Vice President, Investments at SKA Wealth Strategies, Raymond James & Associates.
• Location: 320 Park Avenue, 12th Floor, New York, NY 10022.
• Experience: Stephanie has over 20 years of experience in the financial services industry, indicating a strong foundation in investment strategies and client management.123

Expertise

Her role involves providing tailored investment advice and wealth management solutions to clients, focusing on their individual financial goals. As part of her responsibilities, she likely engages in portfolio management and financial planning.

Additional Information

Stephanie is also active on LinkedIn, where she connects with peers and shares insights related to her profession.3 Her professional credentials can be verified through resources like BrokerCheck and the SEC's adviser information platform, which detail her licenses and employment history.45

This combination of experience and expertise positions her as a knowledgeable resource in the wealth management sector.