Wendy Kelly
Phone: 860-561-1162 ext. 1932 Wendy joined Private Capital Group, LLC in 2003 at the company’s start handling most of the office functions. Prior to joining the firm, Wendy spent three years at Lincoln Financial Advisors as the Investment Coordinator/Registered Principal. There she completed the Series 7 (General Securities), 24 (Registered Principal) and 66 (Uniformed Combined State Law Exam). Wendy currently works part-time and handles compliance issues and special projects.
Wendy graduated from Central Connecticut State University with a Bachelor of Arts in December 1995. She earned a MBA from the University of Hartford in September of 2002. Wendy resides in Simsbury with her husband and two children.
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Town Center, 29 South Main Street Phone: 860-561-1162 |
Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC.
Investment Advisory Services offered through Investment Advisory Representatives of Private Capital Group, LLC a Registered Investment Adviser.
Private Capital Group, LLC is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc.
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