Kelly Condon
ASSOCIATE DIRECTOR, WEALTH MANAGEMENT
Kelly is an Associate Director of Wealth Management at Choreo, based in the Rockford, Illinois office. She specializes in estate planning, financial planning, retirement planning and tax planning services, working closely with ultra-high-net-worth individuals, families, and business owners to develop tailored financial strategies that align with their long-term goals.
With a Series 66 registration and extensive experience in wealth management, Kelly brings a disciplined and client-focused approach to financial planning. She is dedicated to helping clients preserve and grow their wealth, ensuring financial security for generations to come.
Before joining Choreo, Kelly was a Supervisor at RSM US Wealth Management LLC, where she provided strategic financial guidance to high-net-worth clients. She also gained valuable experience as an Investment Assistant at JP Morgan Private Client Services, supporting investment strategies and portfolio management.
Kelly is committed to delivering exceptional service and personalized solutions, empowering her clients to make informed decisions with confidence.
EDUCATION
- B.S. International Business, Illinois State University
