Kelly Klein is an Investment Advisor Representative with McAdams Group, LLC. McAdams Group, LLC specializes in issues concerning retirees, is rated by the Better Business Bureau as an accredited BBB business, and is a member of the Memphis Regional Chamber of Commerce.
Kelly is responsible for serving clients in Central and Southwest Florida. She is dedicated to educating clients who are close to retirement or are currently retired. She specializes in helping clients invest for income, estate planning, asset protection, IRA required minimum distribution planning, and Social Security optimization. She believes that when clients have access to accurate and objective financial information and resources, making informed financial decisions is effortless. Her approach to financial planning is thorough, candid and collaborative so that her clients gain clarity and confidence with their overall financial situation.
Kelly grew up in Villa Hills, KY with her parents, Matt and Mary Jean and her four siblings, Megan, Matt, Lara and Evan. She graduated from Miami University’s Farmer School of Business with a Bachelor of Science in Business, Marketing. She also studied French language. Prior to McAdams Group, LLC, Kelly spent the majority of her career in financial services with Fidelity Investments. She is a Certified Financial Planner® Professional, Equity Compensation Associate and holds a Life & Health Insurance license.
Kelly lives in St. Petersburg, FL with her partner, Connor. She enjoys spending time with her nephews and niece, Theodore, Benjamin, Harrison, Luke & Olivia, cooking & baking, going to the beach and practicing yoga.