Working together for your future

C.W. Kelleher is Managing Director – Investments at The Kelleher Wealth Management Group of Wells Fargo Advisors. With over 26 years of experience in the financial services industry, C.W. specializes in managing portfolios for pre-retirees and retirees, focusing on minimizing risk and creating income plans for their retirement years. As a highly experienced Financial Advisor, C.W. places great value on building strong, long-lasting relationships with clients.

After earning his BA in International Relations and Economics from Colby College, C.W. embarked on his career at Merrill Lynch, where he held positions as Vice President – Investments, Financial Advisor, and Northeast Complex Sales Manager. Throughout his career, C.W. has developed a comprehensive planning approach to help his clients and their families prioritize and achieve their retirement goals. The team’s planning process includes implementing customized investment strategies that effectively build and preserve wealth.

C.W.’s dedication and professionalism have been recognized consistently, as he has been honored as a Platinum Council Advisor at Wells Fargo Advisors every year from 2014 to 2023¹. Beyond his professional endeavors, C.W. actively engages with his community. He is involved with The Mohawk & Hudson River Humane Society, The Rensselaer County Chamber of Commerce, and The Country Club of Troy. C.W. splits his time between Troy, NY, and Naples, FL, where he enjoys the company of his two cats, Miranda and Niko. In his leisure time, C.W. indulges in his passions for tennis, boating, and golf.

The Kelleher Group is honored to be named Forbes Best-In-State Wealth Management Teams 2024². This award reflects the trust clients have placed in the team over the years.


CA Insurance License Number: 0D25668. Resident State FL.

1 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

2 The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Focus

Meg is a Financial Advisor and enjoys working with individuals and families to help them make financial and investment decisions. She works side-by-side with these individuals and families to create a customized plan, clearly explaining each step along the way, to help them meet their financial needs, now and into the future.

 

Background & Experience

Meg joined Wells Fargo Advisors in 2016 as a Financial Advisor with a focus in relationship management, fiduciary services, and managing the client experience. In 2019, Meg joined The Kelleher Group of Wells Fargo Advisors working with clients hands on; providing tailored investment planning strategies.

As a financial advisor, Meg earned the CERTIFIED DIVORCE FINANCIAL ANALYST^® professional designation from the Institute for Divorce Financial Analysts. The coursework included demonstrating skills in analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA^® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Meg earned her BS in Marketing and Management from Siena College in 2006, and A.A.S. in Business Administration from Hudson Valley Community College in 2004.

 

Away from the office

Born and raised in Troy, NY, Meg is a very family oriented person and spends most of her time with her husband, Matt, and two young sons. She enjoys being involved in her children' extracurricular activities and school events.  Meg has been a member of Women United of The United Way of the Greater Capital Region since 2021 and is on the subcommittee for Membership Growth, Engagement and Events.

 

CA Insurance License Number: 0M78090. Resident State NY.

Focus

Courtney’s role is to facilitate operational support to clients, the team and the business.  The goal is for clients to view her as their go to person for all things service related. Once a request is made, Courtney strives to own that request, and complete it in the most efficient, accurate and simple way possible.  All of the team’s clients are advised to reach out to Courtney directly and avoid 800 numbers and phone queues.  At the end of each day Courtney’s goal is to deliver a truly unique, boutique level quality of service to each of our client relationships.

I strive to go above and beyond to bring quality customized service, treating everyone as I would treat my own family.

 

Background & Experience

Courtney’s educational background includes earning her Associates Degree in Business Administration from Schenectady County Community College and her Associates in Applied Science from Hudson Valley Community College.

She began her financial services career at Fidelity Investments as a Financial Representative at the Fidelity Investor Center. She handled service requests, handled day-to-day compliance standards and face-to-face customer service. She also educated clients on accounts and basic financial information.

She is fully licensed with the series 7 & 66 securities licenses as well as her New York Insurance license.

She truly loves learning from the team and their experiences in the industry. As a team they hold each other accountable reaching for the highest of standards, pushing themselves to always be the best they can be for their clients, the business professionally and personally.

 

Away from the office

Courtney counts her blessings everyday with her husband, Matthew and their young children, a son and a daughter. When she is not at work, she spends time with her family hiking or enjoying family time outside by the fire pit. She also enjoys spending time gardening, reading, and going to concerts.

Focus

As a Client Associate, Griffin’s focus is to provide operational assistance to help enhance the overall client experience. He assists clients with questions and any maintenance items needed for their accounts. He also completes service requests, assembles reports and information for client reviews and handles account paperwork.

 

Background & Experience

Griffin’s educational background includes earning his B.S. degree in Marketing/Management from SUNY Albany.

Prior to joining the team, he built experience in financial services as an Associate Operations Processor for Wells Fargo Advisors.

 

Away from the office

Away from the office Griffin enjoys golfing whenever he can with his father or friends, listening to podcasts or researching interesting topics, and exploring new hobbies and interests.