Adams Wealth Management
Kelli M. Bolton brings extensive experience in the financial services industry, currently serving as the Director of Client Services at Adams Wealth Management since September 2016. Prior roles include Investment Advisor Representative at Voya Investment Management, where Kelli worked from September 2015 to August 2016, and roles at Voya Financial that focused on assisting 401k participants. Kelli’s background also includes positions as a Financial Advisor at USAA, Client Relationship Manager at KPLL Private Wealth, and Client Relations Manager at Strategic Wealth Partners-Lincoln Financial Advisors. Kelli's career began at Northwestern Mutual Financial, where roles included Associate Financial Representative and Registered Representative. Kelli holds an MBA from Capella University, attained between 2013 and 2015, alongside earlier educational experiences at San Jacinto College.
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Adams Wealth Management
Adams Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients, so if you are looking for an experienced and professional wealth manager, Adams Wealth Management is where you need to be. Our in-depth industry experience and strategic account management style puts your financial goals at the helm. At Adams Wealth Management, we believe that no two people are like, so we seek to develop a unique investment strategy that mirrors that belief.