Kelly Napoleon, CFP®
VP of New Business and Service at Allied Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Spring, Texas, United States, US
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Bio
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Credentials
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Certified Financial Planner (CFP)
CFP BoardApr, 2018- Sep, 2024 -
Series 7
FINRA
Experience
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Allied Wealth
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Financial Services
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1 - 100 Employee
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VP of New Business and Service
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Dec 2019 - Present
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Rhame & Gorrell Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Client Relationship Manager
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Feb 2012 - Dec 2019
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Education
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2017 - 2017
Rice University
CFP, Financial Planning and Services -
2012 - 2014
Sam Houston State University
Bachelor's degree, Criminal Justice and Corrections
Community
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