Kelly is a Wealth Advisor that joined C&N Investment Services in September 2023. With a focus on retirement planning and investment management and she holds Series 7 and 63 registrations with LPL Financial. She is also a licensed Life and Health insurance agent in both NY and PA. Prior to joining C&N, Kelly held a position as a licensed administrative representative.
In her free time, she enjoys spending time with family and friends and spending time in her kitchen. Kelly resides in Canisteo and will be primarily located at our Hornell branch.