Board of Directors
Kelli Lanino, Financial Advisor and Branch Manager for KL Wealth Strategies started her investment industry career in 1999 as an assistant and worked her way up, learning all aspects of the industry along the way.
Kelli believes that her clients come first in all aspects of advising them of their financial and investment options. Her primary focus is financial planning, asset allocation and retirement planning. She starts by assessing each clients’ unique goals and objectives before determining the correct portfolio that fits those goals, making changes along the way as needs and market conditions change.
Providing assistance to women in transition, such as divorce or loss of a spouse, is a part of her practice that she finds most rewarding. Being able to help someone when they are at a low point in their lives, when they feel lost and alone and often cannot find the right person who has their back, gives her the best feeling knowing that she could be the person they can count on.
She holds her Series 7, 51, 66 and 24 securities licenses, her New York State licenses for life and health insurance, and her Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS) designations. She also has the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts organization.
Kelli attended the Investment Consultant Group Certification Series, Level I and II workshops at RJ Institute of Investment Management Consulting to obtain her Investment Management Consultant title. Also, Kelli was a member of the Raymond James Executive Council in 2018 and 2019.