Advisor at Kellam Insurance and Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Firm
Kellam Insurance and Financial Services LLC
Location
Midway, UT
Kellam Insurance and Financial Services LLC
2013 - Present (13 years)
Series 63, Series 65
Park City, UT
Merrill
Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.
Series 65
Lindon, UT
Oxford Wealth Management
Series 65, Series 66
Lindon, UT
Oxford Wealth Management
Series 63, Series 65
Pleasant Grove, UT
Ascend Investment Management, LLC
Series 63, Series 65
Pleasant Grove, UT
Ascend Investment Management, LLC
CFP®, ChFC®, Series 63, Series 66
Pleasant Grove, UT
Focal Point Financial Planning, LLC
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
