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Kelli Parris

Advisor at T. Rowe Price Advisory Services, Inc.

Updated today
T. Rowe Price Advisory Services, Inc. logo

Firm

T. Rowe Price Advisory Services, Inc.

Location

Portage, MI

Credentials

Series 63, Series 66

Industry experience

17 years

Client services

Based on T. Rowe Price Advisory Services, Inc.

Financial planning Portfolio management

Location

Portage, MI

Most active in

Maryland · Michigan

Work history

T. Rowe Price Investment Services, Inc.

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Terry R

CFA®, Series 63

Mattawan, MI

Sequence Analytix, LLC

Retirement income strategy Passive / index investing Active portfolio management Approaching retirement
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Robert B

Series 65

Portage, MI

RJB Investment Advisory Services, LLC

Passive / index investing
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Bradley H

Series 66

Kalamazoo, MI

Hallgren Financial LLC

Active portfolio management

Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)
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Jeffrey C

CFP®, Series 65

Portage, MI

Cole Investment Advisors, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Mark W

CFP®

Kalamazoo, MI

Black Diamond Investment Group,Inc.

Active portfolio management Income planning
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