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Kelly Stobb, CFP, ChFC
Financial Advisor
Email Address
Kelly.Stobb@wellsfargo.comPhone Number
(319) 398-3157Kelly is dedicated to making a positive impact in her clients' lives by helping them build and manage their financial portfolios for a secure future. She works closely with each client to develop a personalized investment plan that maximizes their resources and aligns with their dreams. Her focus includes guiding clients through retirement, optimizing estate plans1, and managing risk effectively. Professional Experience: Kelly joined Wells Fargo Advisors in 2022 and has over 13 years of experience in the financial services industry. Education: ? 2011 graduate of Liberty University with a BA in Marketing ? CERTIFIED FINANCIAL PLANNER? certification ? Kelly holds FINRA Series 7 and 66 Licenses along with Life and Health Insurance industry license. Family & Personal: When not working, you will find Kelly on the bike trails in the Midwest with her husband Bryan and their two children, Avery and Harvey.
Certificates
CFP, ChFC
eMoney Advisor®
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