Kelly Vessels

Kelly Vessels is a licensed Registered Representative with Money Concepts Capital Corp. She has 10 years of experience in the financial industry, specializing in banking, financial planning and advising.

In 2014, she started her career at PNC as a banker and quickly realized she was interested in the investing side of finance. She obtained her Series 7 & Series 66 within 6 months of transferring to UBS Financial Services in 2017. Kelly worked there as a high-net-worth wealth management associate for 6 years before she was introduced to Chris Puffer in 2022. She decided to make the move to join Creative Capital Group as a licensed paraplanner because of the all-inclusive attitude with their client base and the value CCG places on their employees work life balance.

Kelly is married and lives in St Matthews, Ky. She has 2 year old boy/girl twins.