Kelli Bolton comes to us with over twenty years of experience in the financial services industry and currently serves as our Director of Client Services, in-house notary and life of the office! She began her career at Northwestern Mutual Financial Network as an Associate Financial Representative in 1999 where she obtained her Life and Health Insurance license in addition to her Series 6 and 63. In 2011, she joined Lincoln Financial as a Client Services Representative and received her Series 7 shortly thereafter. Kelli soon transitioned to USAA as a Financial Advisor while adding the Series 66 to her repertoire and later to VOYA Financial where she specialized in their 401k and 403B platforms. All series registrations are held with LPL.
In the summer of 2016, Adams Wealth Management was fortunate enough to add her as an integral part of the team where she excels at assisting our clients and being the first line of support for all of their administrative service needs. AWM is excited to have such an asset knowing our clients will reap the benefits of her extensive knowledge and relevant industry experience across many fronts.
This Dallas gem was born in Tyler, Texas and came to Dallas at the age of 2, so she considers herself a native Dallasite! She has a beautiful daughter and a “dog-child,” Oliver. Kelli loves church, singing, traveling, cooking and cycling and can often be found in the mountains of Tennessee!