Kelly McKinley

Operation Specialist at YellowWood Wealth Solutions - Charlotte, NC, US

Kelly McKinley's Colleagues at YellowWood Wealth Solutions
Les Watson

Managing Director, Wealth Solutions

Contact Les Watson

Jason Rericha

Managing Director - Wealth Solutions

Contact Jason Rericha

Les CFP,CIMA,CPWA,RMA

Managing Director, Wealth Solutions

Contact Les CFP,CIMA,CPWA,RMA

Shari Kinney

Vice President/Operations Specialist

Contact Shari Kinney

Kelly McKinley's Contact Details
HQ
N/A
Location
Company
YellowWood Wealth Solutions
Kelly McKinley's Company Details
YellowWood Wealth Solutions logo, YellowWood Wealth Solutions contact details

YellowWood Wealth Solutions

Charlotte, NC, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

At YellowWood, we understand that life is dynamic and your financial needs will change. In order to address those unique and changing needs, we take a holistic approach for effective wealth management. Through our team's extensive experience in insurance, retirement and estate planning, account management, and more, our goal is to help our clients use their financial resources to live the best life possible.

N/A
Details about YellowWood Wealth Solutions
Frequently Asked Questions about Kelly McKinley
Kelly McKinley currently works for YellowWood Wealth Solutions, LLC.
Kelly McKinley's role at YellowWood Wealth Solutions, LLC is Operation Specialist.
Kelly McKinley's email address is ***@yellowwoodwealth.com. To view Kelly McKinley's full email address, please signup to ConnectPlex.
Kelly McKinley works in the Investment Management industry.
Kelly McKinley's colleagues at YellowWood Wealth Solutions are Les Watson, Jason Rericha, Les CFP,CIMA,CPWA,RMA, Shari Kinney and others.
Kelly McKinley's phone number is N/A
See more information about Kelly McKinley