ADVISOR BIO

Kelli Kristen Davis is a registered investment advisor representative with State Farm Investment Management Corp. Kelli Davis is licensed in Arizona and California and has been in the industry since 2011. Kelli Davis specializes in investment advisory services and has experience working with both individuals and investment companies. Kelli Davis has a Series 6 and Series 63 license as well as the SIE exam. Kelli Davis has been registered with State Farm Investment Management Corp. since August 2018 and is also an owner of her own insurance agency.

SPECIALIZATIONS

ADVISOR BIO

Kelly Biederman is a registered representative with Morgan Stanley in Oxnard, California. Kelly has been in the financial industry since September 27, 2018, and holds Series 66, SIE and Series 7 licenses. Kelly works with individual investors, insurance companies, investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Kelly Odonnell Brush is an investment advisor representative with Parnassus Investments, LLC. Kelly has been in the industry since 2006 and has a broad range of experience working with various financial institutions. Kelly holds several licenses and certifications, including Series 7 and Series 63, and has a strong track record of success in the financial services industry. Before joining Parnassus Investments, LLC, Kelly worked at various firms such as Foreside Fund Services, LLC, Allianz Global Investors Distributors LLC, and RCM Distributors LLC.

SPECIALIZATIONS

ADVISOR BIO

Kelly Jean Kesden is a financial advisor at Morgan Stanley with over 14 years of experience in the industry. Kelly is registered in 32 states and has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, and investment companies. Kelly offers a variety of services including financial planning, asset allocation advice, and portfolio management for individuals and businesses. Prior to joining Morgan Stanley, Kelly worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Kelly Brennan has been in the financial industry since June 4, 1998 and is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. Kelly Brennan is licensed to conduct business in California and is associated with the Mission Viejo, CA branch office. Kelly Brennan has a Series 6 and Series 63 license and holds the Chartered Financial Consultant designation. Kelly Brennan has previously held the title of Agent for Kelly Brennan's Insurance Agency.

SPECIALIZATIONS

ADVISOR BIO

Kelly Neumann is a financial advisor with Morgan Stanley. Kelly has been in the financial services industry since 1999. Kelly holds a Series 63, Series 65 and Series 66 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered Investment Advisor. Prior to joining Morgan Stanley, Kelly worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., ARMA Financial Services, Inc., UBS Financial Services Inc. and Salomon Smith Barney Inc.

SPECIALIZATIONS

ADVISOR BIO

Kelly Lauren Digonzini is a financial advisor with Beacon Pointe Advisors, LLC located in Newport Beach, CA. Kelly is a CERTIFIED FINANCIAL PLANNER™ professional. Kelly has over 12 years of experience in the financial services industry. Kelly is registered with the state of California as an Investment Advisor Representative. Kelly also holds the Series 7 and Series 66 licenses. Prior to joining Beacon Pointe Advisors, LLC, Kelly was employed by METLIFE SECURITIES INC. in Irvine, CA. Kelly has experience working with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

ADVISOR BIO

Kelly Dunnahoo is an investment advisor representative at Creativeone Wealth, LLC. Kelly has been in the financial services industry for over 20 years and is registered in California. Kelly specializes in providing financial planning services to individuals and families. Kelly is also a registered investment advisor representative with Creativeone Wealth, LLC. Kelly has over 20 years of experience in the industry and is well-versed in investment strategies and financial planning. Kelly's experience, coupled with their dedication to client satisfaction, make them an ideal choice for individuals seeking financial guidance and advice.

SPECIALIZATIONS

ADVISOR BIO

Kelly Ann Tucker is a financial advisor registered with Morgan Stanley. Kelly has been in the industry since December 2015 and holds the Series 66, Series 7 and Series 9 licenses. Kelly Ann Tucker works from the Walnut Creek, CA branch office of Morgan Stanley, which also has a location in San Francisco, CA.

SPECIALIZATIONS

ADVISOR BIO

Kelly Lynn Senior is a financial advisor with Morgan Stanley. Kelly Lynn Senior has over 25 years of experience in the financial services industry. Kelly Lynn Senior provides a wide range of financial services, including investment advice, financial planning, and portfolio management. Kelly Lynn Senior has a strong track record of success in helping clients achieve their financial goals. Kelly Lynn Senior is a registered representative of Morgan Stanley and holds the following licenses: Series 7, Series 63, Series 65, and SIE.

SPECIALIZATIONS