Kelli is an Operations Associate with Transform Wealth. She brings over 30 years of experience as a client associate working at Merrill Lynch and JP Morgan, and has extensive experience working with clients, operations, and trading. Her responsibilities include helping clients service tasks and daily operational support.
Carnick & Kubik is now Transform Wealth
We are very excited to announce that we have rebranded our firm to better reflect our mission, dedication, and our passionate team.
If you have any questions please contact us. We’d love to hear from you.
