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Kelly Adams, *†Financial Planning Consultant

Experience

Kelly Adams is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Kelly provides integrated planning and investment strategies for growing and protecting clients’ wealth. She designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Kelly is a registered representative with ProEquities, Inc. She has earned her Kentucky insurance consultant license and is a licensed health, life and variable insurance agent.

Credentials

Series 7, 24, 66 and 79 securities licenses

Education

B.A. from Transylvania University
M.B.A. from the University of Louisville

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