Clarity Wealth, a renowned financial services practice with offices in Florida and Pennsylvania, has promoted a pair of financial professionals, Ashley Kelly, CFP® and Alex McCain, CFP®, to positions as vice president – wealth advisor.
Kelly, who has been an integral part of the Clarity Wealth team for eight years, has consistently demonstrated exceptional dedication and expertise in wealth management. She strives to provide intentional service to each family she interacts with, a practice she strongly believes is the cornerstone of every successful relationship. The foundation for her customer-first practice is based on her desire to make each family feel both welcomed and individually cared for throughout their investment planning process.
McCain, who has seven years of experience in financial advisory services, has exhibited outstanding leadership and a deep understanding of the complexities of investment planning. He strives to help families plan and prepare their financial assets with a transparent and strategic approach built on a foundation of passion and empathy.
The attainment of the CERTIFIED FINANCIAL PLANNER™ certification by Kelly and McCain underscores Clarity Wealth’s commitment to maintaining the highest standards of professionalism and ethical conduct. The CFP® certification is a globally recognized mark of excellence in financial planning, signifying a dedication to upholding the highest standards of competence, ethics and professionalism in the industry.
“Ashley and Alex’s promotions to vice presidents reflect their exceptional contributions to Clarity Wealth,” commented Keith Jacoby, CEO at Clarity Wealth. “Their leadership, skill and work ethic have played a key role in our continued success. Additionally, their accomplishment of the CFP® designation aligns with our ongoing goal to providing families with unparalleled financial knowledge and service.”
Clarity Wealth continues to prioritize professional development and recognizes the importance of investing in its team to better serve its families. The promotions of Kelly and McCain align with the practice’s pledge to foster a culture of excellence and proficiency.
For more information about Clarity Wealth and its comprehensive financial services, please visit clarity-wealth.com or contact info@clarity-wealth.com.
