Kelly Thomas is an accomplished financial services account assistant with over 20 years of experience in the industry. For the past decade, she has been an integral part of our team at retirement advisory services corp, where she has developed a reputation for excellence in client service and attention to detail. She is known for her ability to build strong relationships with clients, and her ability to work effectively under pressure. Her professionalism and dedication have earned her the respect and admiration of her colleagues and clients alike.
Her extensive experience in the financial services industry has been honed through working with some of the most respected firms in the field, including The Vanguard Group, Smith Barney, and Penn Mutual.
Kelly has a Masters of Education in Business Education from Temple University. She spends her free time with her family.