Kate Kelly, CFP®

Senior Wealth Advisor

Designations and Licenses

Kate is a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent.

Experience and Education

Kate’s primary role is servicing high-net-worth individuals on financial planning and tax matters. Prior to joining Mariner, Kate worked at RR Advisory Group where she started in an entry-level position and advanced to senior wealth advisor. RR Advisory Group was acquired by Mariner. Prior to working at RR Advisory Group, Kate was an assistant financial planner at Merrill Lynch.  

Kate has a bachelor of science degree in business administration from the University of Vermont, with a concentration in accounting and finance.

Personal Interests

Kate is married with two young boys.

Kate’s Office

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