Meet Kellys
Hello, I am Kellys… Nice to meet you!
As a single Mother, I am very passionate about my children. Nothing can replace the joy of seeing them happy and safe.
I have held management positions in various industries, such as hospitality, law, and finance.
After graduating from Barry University with an MBA in Finance, I have the privilege of helping clients secure their financial future while achieving personal and professional growth.
Building relationships and rapport with my clients is critical for me, so I actively listen to their needs and concerns and communicate effectively to address those concerns. I can offer tailored solutions that meet your needs by understanding your unique situations and goals.
Helping clients secure their financial future and protect their loved ones is incredibly rewarding. I am dedicated and caring, and I promise I will find the best financial plan for you and your loved ones.
Volunteering
We can be a blessing to others.
It’s beyond a sense of gratitude.
My children and I support and join nonprofit organizations that have a direct impact in the community, like Choose Love Foundation (www.chooselovefoundation.com), a local ministry dedicated to serve and alleviate the daily struggles of people in homeless situation in downtown Miami, providing them with hot meals, water, clean clothes, shoes, hygiene items, etc, but most important the love and word of God.
Principles & Values
I will respect my clients by listening to their concerns and treating them fairly.
I will be truthful, transparent, and accountable.
I will tailor financial products and services designed to suit your needs with transparency.
I will efficiently answer my clients’ questions with empathy & a sense of urgency.
