Adviser
Kelly Counsell has a diverse background in client services and administrative support within the finance and insurance sectors. Currently serving as a Client Service Associate at RWA Wealth Partners since October 2022, Kelly has previously held positions such as Client Services Representative at Ameriprise Financial Services, LLC, and Billing Representative at MAPFRE. Prior experience includes serving as an Executive Assistant at Living Legacy Financial Group, Inc., and as a Case Manager at Guardian Life. Kelly's extensive experience demonstrates strong capabilities in client support and operational functions within various financial institutions.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.