Kelly A. Young

Client Service Associate

Kelly is the Client Service Associate for our Cherry Hill location.  As part of the financial planning team, she works closely with the financial planner and associate financial planner to build a positive relationship with our clients.  Her responsibilities include opening new accounts, transferring existing accounts, cash requests and account maintenance as needed.  She enjoys working with the team to develop an understanding of our clients’ goals.

Kelly lives with her husband and four children in Marlton, NJ.  She is very active in volunteering her time for her daughter’s cheer team, her sons’ athletic activities, and at local animal rescues. In her downtime, Kelly loves to watch Philadelphian sports teams and parades (especially the Mummer’s Parade).  She also enjoys spending time with her family and friends at the Jersey Shore.