Experience

Global Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Director of Global Wealth Women

  • Jul 2015 - Present

  Amber has spent several years providing counsel to financial advisors from around the country on how to build suitable and ethical business practices. She has worked directly with all levels of financial practices from CEO’s to local independent advisors and insurance agents. Amber earned a bachelor’s degree in Economics and Finance from Southern New Hampshire University. Amber is also a licensed Investment Advisory Representative and holds an insurance license in the State of Florida for Life, Health, and Annuities. She stays on top of the ever-changing world of financial planning through continuing education courses and specialized exams. Amber is dedicated to helping individuals and families plan for their future. She helps develop comprehensive financial plans encompassing all concerns such as income planning, retirement planning, asset protection, investment planning and estate planning. Outside of work Amber has been blessed to spend the last 10 years with her husband Kyle. They reside in Fort Lauderdale and have two incredible daughters named Braylin and Harper. She enjoys anything challenging, working out, playing with her kids, and spending time with her friends and family. “As a woman, I understand what it means to work hard and put others needs before my own. I also understand the challenges that women face today and I have personally dealt with adversity in my life and, thankfully, came out stronger in the end. I have now made it my mission to help guide women to and through retirement, as what I’d like to refer to as their financial advocate — whether they are married, single, divorced or widowed.” – Amber Kelly Show less



Global Financial Private Capital, LLC

• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Mar 2012 - Jun 2015

  Wealth Management and Comprehensive Financial Planning Firm Essential role in building relationships with top producing advisors to aid in their education of managed money and resources available through our services. Maintains and supports a specific team of advisors providing analytics and one-on-one sales coaching. Creates portfolio reallocation recommendations and other related case work in order to help advisors successfully add new business. Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures. Provide analytics to individual portfolios by identifying inefficacies including excessive cost, risk, portfolio overlap, or potential misdirection. Creates custom designed portfolios based on age, risk tolerance, and income needs through alternative allocations using miscellaneous investment vehicles. Generates creative solutions; translates concepts and information into images; uses feedback to modify designs; applies design principals; demonstrates attention to detail. Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions. Assigns tasks to financial planning team members and supervises assistants and associates. Assesses own strengths and weaknesses; peruses training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Show less



Hanna Pavement Services, Inc.

• Bradenton, FL

• Sales Manager

  • Mar 2006 - Mar 2009