Kelly LeVangie, CFP

As a Senior Private Client Financial Advisor with Wells Fargo Advisors, I help individuals and families navigate life's financial opportunities and challenges with confidence. I have a particular passion for working with young, high-income-earning professionals, divorced and widowed women, and pre-retirees and retirees who are seeking personalized guidance as they pursue their financial goals.

Our multigenerational, family-focused practice believes that financial planning is the cornerstone of a successful client relationship. We take the time to truly understand your values, priorities, and goals before making recommendations regarding investments, insurance, retirement planning, or wealth transfer strategies. By building a comprehensive picture of your financial life, we can develop strategies tailored to your unique needs and aspirations.

Supported by the extensive resources of Wells Fargo Advisors, including investment research, market insights, and planning capabilities, I am committed to helping clients make informed decisions and stay on track through every stage of life.

Whether you're building wealth, navigating a major life transition, preparing for retirement, or planning for future generations, I would welcome the opportunity to learn more about your goals. Please contact me for a consultation—I would love the opportunity to discuss how I can help you pursue your financial objectives and build the future you envision.