Kelli
Smith
CFP®, CRPC™
Here to act in your best interests
About me
I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Education
Bachelor of Business Administration - Washburn University
Visit one of our Locations
Raleigh - Greensboro (Appt Only)
717 Green Valley Road
Suite 200
Greensboro, NC 27408
Raleigh
4700 Falls of Neuse Road
Suite 275
Raleigh, NC 27609
Kansas City III - Lee's Summit (Appt Only)
210 SW Market Street
Lee's Summit, MO 64063
Kansas City II - Liberty
9203 MO-152
Kansas City, MO 64158
Kansas City I - Overland Park
10950 Grandview Drive
Suite 600
Overland Park, KS 66210
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
