Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Mcdougall Stone is a Certified Financial Planner® professional. Kelsey has been in the industry since June 2014 and is currently registered with Homrich Berg. Kelsey is an Investment Advisor Representative (IAR) with the firm. Kelsey is licensed in Georgia. Homrich Berg is an investment advisor with offices located in Alpharetta and Atlanta, Georgia. Kelsey's areas of specialization include retirement planning, college savings, investment management, and financial planning.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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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GA
11/08/2021 - Present
Homrich Berg (Alpharetta GA)
Active
Inactive
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