Kelly Stefanowicz

Kelly Stefanowicz, CFP®, CIMA® is a seasoned financial professional currently serving as the Regional Director of Wealth Advisory Solutions at Principal Asset Management since September 2023, focusing on the Mid-Atlantic region, including Pennsylvania, New Jersey, and Delaware. Prior to this role, Kelly held multiple positions at Morgan Stanley from June 2020 to September 2023, including First Vice President, Philadelphia Branch Manager, and Associate Complex Manager. Kelly's experience also encompasses roles at UBS as a Senior Wealth Strategist and Financial Advisor from November 2015 to June 2020, and various client service positions at Vanguard from May 2013 to November 2015. Educational qualifications include completion of the Certified Investment Management Analyst® Program at The Wharton School in 2019 and a Bachelor of Arts degree in Economics and Spanish from Bucknell University, with a minor in Anthropology.