Kelsey Ponesse has recently joined Marshall & Sterling Wealth Advisors, an independent Registered Investment Advisor.
We are very pleased to have Kelsey Ponesse joining our firm as a Wealth Planning Advisor. She brings nearly a decade of financial experience, energy and passion to our growing team. Kelsey earned her BS and MBA in Accounting from Alfred University; she is also a licensed Certified Public Accountant. As a licensed CPA she will leverage her knowledge to add even more value to our clients as they make their way through their financial planning process. She is also an Adjunct Professor of Financial Accounting for the Culinary Institute of America in Hyde Park, NY.
“We are very excited to have Kelsey joining our Marshall & Sterling Wealth Advisor Team” said Craig Pesce, President & Director. “She brings diverse experience and excellent skills to our firm. She will complement our other wealth advisory professionals in providing wealth management financial planning service to our valued clients.”
In today’s world, there are many choices when it comes to providing wealth management services. Marshall & Sterling Wealth Advisor’s commitment to providing unparalleled service and support to our valued clients remains a cornerstone of our firm. As a 100% employee-owned company, we strive to build long-term relationships, through our core services, assuring that you are provided exceptional client care and financial advice is essential to us.
Kelsey will primarily work out of our Poughkeepsie, NY office located at 110 Main Street. Learn more at www.ms-wealth.com.
About Marshall & Sterling Wealth Advisors
Marshall & Sterling Wealth Advisors, Inc. is a Registered Investment Advisory (RIA) is a Poughkeepsie based investment firm, that focuses on comprehensive financial planning and investment management services serving clients in the Hudson Valley community.
About LPL Financial
LPL Financial is the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
*Based on total revenues, Financial Planning magazine, June 1996-2019
Investment advice offered through Marshall & Sterling Wealth Advisors, Inc. a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Marshall & Sterling Wealth Advisors, Marshall & Sterling Wealth Management & LPL Financial are not affiliated entities.