Kelly M. Wertz

Registered Client Associate

Phone: 513-904-4345
Fax: 513-832-2044
E-mail:
 

Kelly graduated from Northern Kentucky University with a degree in Public Relations. She previously enjoyed a career in marketing and event planning before recently transitioning into the financial services industry. Kelly hold her Series 7 registration and is currently pursuing additional licensing. She is passionate about people and brings over eight years of customer service experience to the practice. A Cincinnati native, she grew up and reside in Anderson Township. Some of her interests include cooking and traveling.

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