Kelly Engel's Location
Napa, CA, US
Kelly Engel's Work
- Financial Advisor @ Merrill Lynch
- Financial Advisor, CFP® @ Morgan Stanley
- Financial Advisor @ Merrill Lynch
- Director, Business Development @ Kayne Anderson Capital Advisors, L.P.
- Marketing Coordinator @ Elm House Properties, LLC
- Press Department Assistant @ Mint Roofing
Kelly Engel's Education
- University of Sydney
Master's Degree
2013 - 2013 - Fordham University
Bachelor's Degree
2004 - 2008 - Fordham University
Bachelor of Arts - BA
2000 - 2004
Kelly Engel's Skills
- College Education Planning
- Goals Based Wealth Planning
- Estate and Wealth Structuring
- Retirement and Investing Planning
- Family Wealth Management Strategies
- Goals Based Investment Strategies
- Women and Wealth
- Multi Generational Family Wealth Advising
- Managing New Wealth
- Investing for Women
Kelly Engel's Summary
Kelly Engel, based in Napa, CA, US, is currently a Financial Advisor at Merrill Lynch, bringing experience from previous roles at Morgan Stanley, Merrill Lynch Wealth Management, Kayne Anderson Capital Advisors, L.P. and Elm House Properties, LLC. Kelly Engel holds a 2013 - 2013 Master's Degree @ University of Sydney. With a robust skill set that includes College Education Planning, Goals Based Wealth Planning, Estate and Wealth Structuring, Retirement and Investing Planning, Family Wealth Management Strategies and more, Kelly Engel contributes valuable insights to the industry. Kelly Engel has 1 email on RocketReach.
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