Cfp® Kate Kelley Cltc®

Kate Kelley, CFP®, CLTC® is an experienced financial professional currently serving as the Owner of Premise Financial Group since January 2023, providing investment advisory services through Eagle Strategies LLC. Kelley has held multiple roles since 2012, including Financial Advisor with Eagle Strategies, Agent for New York Life Insurance Company, and Financial Services Professional with NYLIFE Securities LLC. Additionally, Kelley has served as an Authorized Representative for AVMA LIFE since 2015 and has a strong background in financial advising from positions at Huntington National Bank and Key Investment Services. Kelley's extensive experience also includes a Development Manager role with New York Life Insurance Company and earlier positions at Ameriprise Financial Services and UBS Wealth Management. Kelley holds a Bachelor of Science degree in International Business from Salisbury University.