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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 McDonnell is a financial advisor with over 15 years of experience in the financial services industry. Kelly is registered with the state of Florida as an Investment Advisor Representative and holds Series 6, Series 63, Series 65, and SIE licenses. Kelly works at Redwood Private Wealth, a company that provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals. Prior to Redwood Private Wealth, Kelly worked at Brookwood Investment Group and has previous experience at various firms including APW Capital, Inc., Comprehensive Asset Management and Servicing, Inc., Securities America, Inc., Purshe Kaplan Sterling Investments, Triad Advisors, Inc., Cambridge Investment Research, Inc. and United Planners' Financial Services of America A Limited Partner. Kelly is also a Certified Life and Business Coach and owns Believe In Your Power Life Coaching, a business that offers coaching and consulting services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
11/03/2023 - Present
Redwood Private Wealth (PHOENIX AZ)
NJ
08/14/2018 - 07/01/2022
APW CAPITAL, INC. (ROCKAWAY NJ)
PA
07/05/2012 - 07/11/2017
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (WILLOW GROVE PA)
PA
02/09/2012 - 07/02/2012
SECURITIES AMERICA, INC. (WILLOW GROVE PA)
PA
08/05/2010 - 09/30/2011
PURSHE KAPLAN STERLING INVESTMENTS (RADNOR PA)
PA
08/25/2008 - 10/27/2009
TRIAD ADVISORS, INC. (DOYLESTOWN PA)
PA
11/15/2005 - 08/13/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)
AZ
09/12/2003 - 05/25/2005
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
IA
Issued 11/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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