Kelly Gallivan

Kelly Gallivan

Marketing Coordinator

Tell us a little bit about yourself . . .

I have been with Capital Wealth Management since 2008. I am the marketing coordinator, which means I take care of all of our promotions, events, and communications, including client events, our website, social media, the company newsletter, and e-mails. I am also a notary public in Connecticut.

What do you think sets Capital Wealth Management apart?

I think the idea of investing and wealth management can be overwhelming at times. We pride ourselves on being approachable, and we take the time to make sure our clients understand our process and what is happening with their money. We really make an effort to be very communicative and available to them.