Kelly Fraser has over 18 years of investment advising experience serving clients in the financial services industry. She has a strong portfolio management background with considerable expertise managing long-term relationships with clients under fiduciary standards of care.
As an Accredited Asset Management Specialist (AAMS®), she brings proven strategies, best practices, and an intellectual curiosity to the disciplined and comprehensive process of financial planning. She considers each aspect of a client’s situation–investment, retirement, tax, estate and insurance—before advising clients on asset allocations tailored to their personal needs and financial goals. Kelly upholds a client experience goal of helping, “clients put the puzzle pieces of their lives together in ways they understand so they can invest their time and energy into the things that matter most to them.”
Previously, Kelly climbed the ranks at Charles Schwab before establishing an award-winning practice in the division of Private Client Investment Advisory Services. She managed the overall relationship of more than 200 clients and customized portfolios totaling over $400 million in assets under management. She delivered ongoing advice and collaborative access to specialists in areas such as fixed income, options, and estate planning. She was a member of the Chairman’s Club and recipient of the Circle of Excellence in Service Award as well as a multiyear recipient of the Key Contributor and Partnership Awards.
Kelly steps outside into nature to put fuel in her tank. Skiing, both downhill and alpine, hiking and fly-fishing command her time outside the office. A native of Scottsdale, Arizona, Kelly journeyed north to Alaska before settling down in the foothills of Littleton, Colorado.
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Kelly received a Bachelor of Science in Communications, graduating Magna Cum Laude from Arizona State University. In addition to AAMS credentials, she holds a FINRA Series 66 securities license.
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