Mary Ann Kelly, AASM™, CRPC™

Mary Ann began her investment industry career with Stifel’s Kelly Agnes Wealth Strategies Team in 2021.  Prior to this, she served as an executive assistant in various industries.  She also ran a small business that took tourists on snorkel tours at a national park and as a scuba instructor.

Today, Mary Ann supports the team in educating clients and helping them make unbiased decisions based on their needs and wishes.  She earned a B.A. in French* from the University of San Francisco and holds Series 7 and 66 securities licenses.

*All written business communications will be in English.