About Kelsey
Kelsey joined Capital Wealth Management in 2007 as a college intern and worked in several roles within the firm before becoming a full-time Wealth Advisor.
Today, she works with women, families, and retirees on financial planning, investments, retirement, and major financial transitions.
Kelsey lives in Amston, Connecticut, with her husband, Jeffrey, and their two children, Carter and Vienna. Outside of work, she enjoys summer nights on the family’s pontoon boat and reading.
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2025 Women’s Choice Award® Areas of Focus
Kelsey leads Capital Wealth Management’s Women & Wealth services and specializes in working with women investors. Her work also includes financial planning and wealth management for individuals whose needs may span investing, retirement, and other long-term priorities. As a female financial advisor, she often works with women whose financial decisions involve career changes, caregiving responsibilities, longevity, divorce, or widowhood.
Women & Wealth
Financial planning for women managing their finances, preparing for retirement, or adjusting to a major life change.
Explore Women & WealthWealth Management
Financial planning, retirement planning, and investment management for individuals, couples, families, and retirees.
Explore Wealth Management2025 Women's Choice Award, created by Women Certified Inc. *Award won at previous firm. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Women's Choice Award.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.