Kelsey Conklin, CFP®

Kelsey Conklin, CFP®

Wealth & Business Advisor

Tell us a little bit about yourself . . .

I joined Capital Wealth Management in 2007 as a college intern and have worked in various roles before becoming a Wealth Advisor. I am passionate about empowering individuals and families to achieve their financial goals. I work with clients from diverse backgrounds, including young professionals, families, retirees, and business owners. Outside of the office, I reside in Amston, Connecticut, with my husband, Jeffrey. I enjoy spending time with our two children, Carter and Vienna, summer nights out on our pontoon boat, and reading. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and have my FINRA Series 6, 7, 63, and 66 registrations (through Commonwealth Financial Network®). I also have my life insurance license in Connecticut.

What do you think sets Capital Wealth Management apart?

We truly operate as a team and are able to leverage each other’s strengths to make the best possible experience for our clients. At Capital Wealth Management, we work with clients in all stages of their lives and do a great job making them feel comfortable, taken care of, and understood.