Advisor profile


My approach

Kelly Boyle - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Kelly Boyle - My approach photo

Areas of focus

  • Small Business
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Business Financial Advisor

Education

  • University of Florida - B.S. Finance, Warrington College of Business

Interests

  • I'm first and foremost an entrepreneur and I'm passionate about helping small business owners succeed.
  • I am passionate about financial education in the workplace.
  • Also, I enjoy educating and advising women business owners, divorcees, and widows on smart financial strategies.
  • I like to consider myself tech savvy and enjoy learning about new technologies.
  • I love exotic sports cars & going to vintage car shows.
  • I am a big fan of Florida Football. Go Gators!
  • In my free time, I enjoy event photography, landscape photography and painting murals.
  • I love the beach and like to surf.
  • I enjoy ballroom and Latin dancing.

Community participation

    • TechLauderdale - Marketing Director & Board Member
    • Founder of Tech Talent Fest, a unique talent and hiring experience designed specifically for the tech industry.
    • Boca Raton Chamber - Ambassador
    • Volunteer/Photographer for Boating & Beach Bash for People with Disabilities

Professional associations

  • TechLauderdale Board Member
  • Boca Raton Chamber of Commerce

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.