Client Service Associate
Marla is a key member of Kelly Wealth Advisors. Her work with clients is defined by her listening ear and concern for client success. She has served small businesses and families in the community for six years through networking, communicating consistently, and providing exemplary customer service. Marla understands that individuals have unique needs and circumstances, and she provides a personalized customer experience. Her knowledgeable experience results in investment and retirement strategies geared toward client success.
As part of her work with Kelly Wealth Advisors, Marla focuses on getting to know each client personally, taking note of existing circumstances and any challenges that may stand in the way of present and future goals. She is a team player who draws upon the diversity of experiences and perspectives of other team members to create a positive client experience.