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 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 Longo is an investment advisor representative with TCW Investment Management Co. LLC. Kelly has been in the financial services industry for 8 years and has extensive experience in portfolio management. Kelly is registered with the Securities and Exchange Commission (SEC) and is also licensed in 24 states. Kelly is a Series 7, Series 6, and Series 63 licensed representative. Kelly has a bachelor's degree from the University of New Hampshire. Kelly has worked at TCW Investment Management Co. LLC since March 2024.

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ADVISOR BIO

Kelly Zancanaro is a financial advisor with Morgan Stanley. Kelly has been in the financial industry since 2007 and is registered with FINRA and in 52 states. Kelly is licensed to provide investment advice and securities brokerage services. She holds the Series 66, Series 7, and SIE exams. Kelly is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management.

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ADVISOR BIO

Kelly Deann York is a financial advisor registered with Morgan Stanley. Kelly has been working in the industry since July 2000. Kelly has a Series 66, SIE, Series 31 and Series 7 license. Kelly is also registered in 22 states and 2 other jurisdictions. Kelly is currently working at the San Francisco branch office of Morgan Stanley.

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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.

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ADVISOR BIO

Kelly R Nelson is a registered representative with Morgan Stanley. Kelly has been in the financial services industry since 2014 and holds the Series 7TO, Series 66, and SIE licenses. Kelly is licensed in 47 states and is registered with FINRA and MSRB. Kelly's office is located at 55 South Lake Avenue Pasadena Towers - Tower II, Suite 700 in Pasadena, CA.

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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.

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ADVISOR BIO

Kelly Johnson is an investment advisor representative at Charles Schwab Investment Management, Inc.. Kelly has been in the industry since 2001 and has experience in various areas, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kelly is also a Chartered Financial Analyst. Prior to joining Charles Schwab Investment Management, Inc., Kelly worked at PIMCO Investments LLC and CHARLES SCHWAB & CO., INC.

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