Kelly Welker, MBA, CRPC, LPL Financial Registered Principal

Kelly Welker, MBA, CRPC,

LPL Financial Registered Principal

Wealth Advisor

Ms. Welker is active in the community and has been a past 'San Antonio Woman to Watch' nominee as well as a recipient of the 2003 San Antonio Business Woman of the Year Award. She has been active in local community organizations such as The Bexar County Child Welfare Board, The Emergency Services District Board of Bexar County and served on the Advisory Board of Directors for the Alamo Area Parkinson’s Support Group. She is also a member of The Financial Services Institute which actively lobbies Congress on behalf of independent advisors and their clients. Ms. Welker recently completed a second three year term as an elected member to The District 6 Committee for Texas for FINRA. Ms. Welker has been in the financial industry for more than 23 years and has helped many families plan their goals and dreams for retirement and estate planning so they could enjoy their financial independence in their retirement years. Ms. Welker spends a great deal of time furthering her financial education so her clients can benefit from the latest tools and investments available in the industry. She has served as an NFLPA Registered Player Financial Advisor. Ms. Welker specializes in Comprehensive Retirement Planning and Wealth Management and is dedicated to those wishing to use their assets to provide income during retirement. Risk management is her focus.

Please call Ms. Welker should you be seeking advice on your pending retirement options.

CRPC conferred by College for Financial Planning