Advisor profile


My approach

Kelly M Barnes - 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 M Barnes - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Family Finances
  • Investments
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Insurance
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • Bachelor of Science, Apparel, Housing, and Resource Management, Virginia Tech, Blacksburg, VA
  • Minor in Business, Pamplin College of Business, Virginia Tech, Blacksburg, Virginia

Interests

Two of my favorite phrases are Family First and Work Life Harmony. (Ask me about them!)

On weekends I can be found spending time with my kids. In the summers, this usually involves time on the boat, waterskiing, or at the pool. These days, during the pandemic, we are spending lots of time bundled up outside, oftentimes making S'mores around the firepit!

I grew up in the Northern Neck, I'm a Hokie. My husband is a VCU Ram. I love Richmond's festivals and love to try new restaurants and fun things around town.

I love to meet new people, learn about their passions and purpose, and offer financial knowledge and accountability. Let's connect!

Community participation

Membership Co-chair/Welcoming Coordinator, Surreywood neighborhood SCA Board. 2020.

VP of Programming, Financial Planning Association, Central Virginia. 2018-2020.

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.