Broker Check
Kelly A. Whalen

Kelly A. Whalen

Junior Partner

Kelly is a graduate of Monroe Community College

She has over 16 years of client service experience in banking and financial services and is Series 7 and Series 63 registered through LPL Financial and is NYS insurance licensed.

Kelly is married 14 years to her husband, Jeremy. They have two sons, William-11 and Patrick-8, and reside in Fairport, NY.

Kelly is responsible for Portfolio management, client account monitoring, and investment research.