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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Wright is an investment advisor representative with Willis Investment Counsel Inc., a firm based in Gainesville, GA. Kelli has been with Willis Investment Counsel Inc. since September 1999. Kelli Wright is licensed in the state of Georgia. Kelli Wright specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Kelli is also a member of the firm's publication and educational seminar teams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Other firms manage part of the item 5f amount for which we also have management and/or advisory responsibility.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Family office, advisory and consulting fees
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GA
03/18/2003 - Present
Willis Investment Counsel Inc. (GAINESVILLE GA)
Active
Inactive
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