Traci Kelly's guest appearances

Traci Kelly

Blue Collar Yields

Palak Shah

Alex Felice

Ryan Fischer

Marc Kramer

Mike Parlante

Joe Scorese

Jason Avant

Steve Seymour

Mike Regina

Duane Morris

Meredith Harris

Dan Rhoton

Ren Cicalese

Nate Herrick

Ken Dunek

OwlTail

Kelly Greene

Traci Kelly is the founder of Kelly Greene Unique Wealth Solutions, an independent financial services firm focusing on specialized wealth building, tax, and legacy solutions for individuals and businesses. Their client commitment includes simplifying economic information and putting people in control of their own money to create goal-based growth strategies that not only thrive during the good times but also survive the rainy days when things get tough, and life happens. Advocating a proactive financial plan that advises a 3 to 6 months savings in liquid assets has gone a long way in helping to put her clients in a better place during the upheaval of the Covid-19 pandemic. Traci discusses the unfortunate timing of launching her own business just as the market crashed in 2008, the upside to experiencing adversity, virtual masterclasses to provide opportunities for women in the financial advisory field, the merits of the human touch over the robo-advisor, as well as good questions to ask when interviewing a prospective financial advisor.

<p>Traci Kelly is the founder of Kelly Greene Unique Wealth Solutions, an independent financial services firm focusing on specialized wealth building, tax, and legacy solutions for individuals and businesses. Their client commitment includes simplifying economic information and putting people in control of their own money to create goal-based growth strategies that not only thrive during the good times but also survive the rainy days when things get tough, and life happens. Advocating a proactive financial plan that advises a 3 to 6 months savings in liquid assets has gone a long way in helping to put her clients in a better place during the upheaval of the Covid-19 pandemic. Traci discusses the unfortunate timing of launching her own business just as the market crashed in 2008, the upside to experiencing adversity, virtual masterclasses to provide opportunities for women in the financial advisory field, the merits of the human touch over the robo-advisor, as well as good questions to ask when interviewing a prospective financial advisor.</p>

Traci Kelly - Kelly Greene Wealth Solutions