Kelli began her financial services career at MassMutaual in Washington, DC in 1993. In 2000, she transitioned her career to Merrill Lynch and subsequently joined Morgan Stanley where she was promoted to Senior Vice President. She is a popular speaker and has taught numerous adult education classes on topics such as successful money management and strategies for financial independence. Specialty topics include Financial Planning, Women and Investing and the Gift of Philanthropy. Kelli has spoken to national organizations such as the American Chemical Society, Women in Real Estate, network of Executive Women in Hospitality, Federal Realty Investment Trust and the American Society of Microbiology. In March 2001, she was the keynote speaker on behalf of Merrill Lynch in Geneva, Switzerland discussing "Marketing to Women" at their private banking conference. The Washington Post dubbed Kelli an "empowerment guru" in the September 2000 article, "Women and Investing: Taking Stock". She has been featured on the PBS television news magazine, health Week, and on he syndicated Reuters series "Consumer Reports" (featured stories on long term care insurance, retirement plans for the self-employed and the marriage penalty tax). Kelli hosted "Morning Money Talk" on Washington, DC Business Radio 730AM.
In 2008, Kelli transitioned her practice to Tennessee and today is the Founder and CEO of Stewardship Private Wealth Management. With over two decades of experience in investment strategy and private wealth management, she defines true wealth as all that money can't buy and death can't take away. As a trusted advisor, she is wholly dedicated to helping you reach a higher purpose for your wealth, living your life by design with intent. She leverages deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.
Kelli is a Magna Cum Laude graduate of American University with a B.S. in Accounting and Finance. She is a past trustee on the Board of Directors of The Langley School in McLean, Virginia and is a Board alumni of the Nashville Songwriteres Hall of Fame Foundation. Kelli has bee a co-manager of endowment and operating funds for over a dozen prestigious foundation and non-profit institutions. She currently resides in Brentwood, Tennessee and is the mother of five children.