Kelli Smith

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Total Reviews: 0

Financial ConsultantFinancial ConsultantInvestment Firm


Hours

Mon 8:30 AM to 5:00 PM
Tue 8:30 AM to 5:00 PM
Wed 8:30 AM to 5:00 PM
Thu 8:30 AM to 5:00 PM
Fri 8:30 AM to 5:00 PM
Sat Closed
Sun Closed

About Kelli Smith

I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.

Services

Registered Investment Advisors (RIA) Financial Advice Financial Planning Retirement Planning Investment Management


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