Kelly Hall joined Wilde Wealth in August of 2020, bringing her extensive 20+ year experience with trusts, estates, probates, managed accounts, and assisting Advisors to our firm.
In her role, Kelly works to ensure a seamless, positive experience for clients. She is known as a strong team player and is committed to helping others. Her ability to problem-solve and find suitable solutions is valuable to the Wilde Wealth team and clients.
Utilizing her passion for people and finance, Kelly obtained her Series 7 and 63 licenses, as well as the Series 9 & 10 during her time with Charles Schwab.
She enjoys spending time with her two furbabies—Iggy and Kirby—taking them along in her travels. Kelly also likes to remodel furniture, use her creative skills to create shirts, cups, and signs, and try out new restaurants!