Kelly Behl strives to create a seamless experience for every client. Dedicated to caring for the details of your financial success, Kelly opens, updates and manages accounts accurately and efficiently. If you have questions or concerns about account statements or documents, Kelly is your go-to resource who will work diligently to provide the answers you need.
Having worked in an administrative capacity at Wells Fargo Advisors for 24 years, Kelly brings extensive experience to her role. Kelly’s drive to serve expands outside of her work. She is also a secretary for Farmingdale Parent/Teacher Committee as well as a volunteer for Habitat for Humanity.
When she isn’t attending to clients or volunteering, you can find Kelly spending ample time with her family and friends. She loves to travel and enjoys watching her kids play in their various sports. Kelly and her husband, Joe, have been married for 16 years and have two kids, Ian and Brynn, and a goldendoodle named Gus.
