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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Downs is a financial advisor with Cresset Asset Management, LLC. Kelly is registered with the state of Georgia. Kelly has been a financial advisor for over 20 years. She has experience in both the brokerage and investment advisory industries. Kelly holds Series 6, 7, 63, and 66 securities licenses. Kelly is a Certified Financial Planner. Kelly focuses on providing financial planning and investment management services to high-net-worth individuals, families, and institutions. Kelly is committed to providing her clients with personalized financial advice and guidance. Prior to joining Cresset, Kelly worked as a financial advisor at Berman Capital Advisors, LLC.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
10/05/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
NY
07/01/2010 - 03/07/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
MI
07/06/2000 - 01/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 07/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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