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Our financial advice team


Kelly M Barnes, Financial Advisor serving the Midlothian, VA area - Ameriprise Advisors

Kelly M Barnes

CRPC, APMA

Financial Advisor

Four Rivers Wealth Management Group
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • 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

Community participation

VP of Programming, Financial Planning Association, Central Virginia. 2018-2021.

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

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!

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.