With over 21 years of experience in the financial services industry, Cynthia has earned both company and industry recognition for leadership, outstanding sales performance and service to clients. Cynthia's passion for the financial services industry stems from her desire to increase financial literacy for all. Wealth accumulation and distribution planning strategies is Cynthia's focus. She focuses
in estate planning, donor advised fund and gifting strategies, IRAs, 401(k) plan design and all forms of investment planning. She also understands the importance of risk based insurance planning with a specific focus in long term care, life insurance strategies and employer fringed benefits. Active in the community, Cynthia consistently volunteers and provides educational workshops and financial planning advice to several organizations within the Triad. The volunteer work includes North Carolina A&T Foundation, Winston Salem State University Foundation, Piedmont Health Services and Sickle Cell Agency and others. Cynthia has a passion for improving the racial, ethnic, and gender diversity in the industry. Cynthia believes in giving back to the community and supports several non- profit initiatives in the Triad. Cynthia Kelley is an advisor who is committed to helping individuals, corporations and organizations achieve financial planning goals while providing ongoing service as their needs change.
