Meet Kelly Westmoreland and Her Atlanta-Based Team: Providing Expert Financial Advice and Wealth Management Services

In the world of wealth management, having a dedicated team of experts by your side can make all the difference. Kelly Westmoreland, a managing director and private wealth advisor with Merrill Private Wealth Management, understands this concept well. When clients hire Kelly, they not only gain access to her wealth of knowledge and experience but also to the other 24 members of her Atlanta-based team.

Each member of Kelly’s team plays a crucial role in providing clients with a comprehensive range of services. From tax-management strategies to trust and estate planning, the team ensures that every aspect of a client’s financial well-being is taken care of. This collaborative approach has earned Kelly a spot on Barron’s 2024 Top 100 Women Advisors ranking, solidifying her reputation as a trusted and respected advisor in the industry.

But how did Kelly get into wealth management in the first place? It all started with a family friend who worked at Merrill and saw potential in Kelly’s early graduation and finance background. Fast forward 30 years, and Kelly is now the proud owner of a thriving multigenerational team of 25 members, with plans to expand even further.

Maintaining cohesion within such a large team may seem challenging, but Kelly has a simple yet effective approach – no remote working. By keeping everyone in the office and fostering open communication, the team stays connected and aligned in their mission to serve clients to the best of their abilities.

Speaking of clients, what are their top concerns right now? According to Kelly, many clients are focused on building a lasting legacy and preserving wealth for future generations. With a strong emphasis on education and personalized services, Kelly’s team helps clients navigate complex financial decisions with confidence and peace of mind.

One of the key services Kelly provides is helping small-business owners manage their wealth, especially during liquidity events like selling a business. By offering specialized expertise and a dedicated support system, Kelly ensures that clients have the guidance they need to make informed decisions and secure their financial future.

So, what can clients expect from a typical meeting with Kelly and her team? Personalized attention, in-depth discussions about goals and needs, and a commitment to building lasting relationships. Through regular communication, client appreciation events, and a shared love of wine, Kelly creates a welcoming and inclusive environment where clients feel valued and supported.

In the world of wealth management, having a strong team by your side can make all the difference. With Kelly Westmoreland and her dedicated team at Merrill Private Wealth Management, clients can rest assured that their financial well-being is in good hands.