Kelly Perry Email & Phone Number

Kelly Perry

Financial Advisor at Thrivent | Greensburg, Pennsylvania, United States

Kelly Perry Socials
About Kelly Perry

As a dedicated Financial Advisor at Thrivent, Kelly Perry brings a wealth of expertise and a client-centered approach to financial planning. With a strong foundation in retirement planning and income strategies, Kelly is committed to helping individuals and families navigate the complexities of wealth accumulation and preservation. Her philosophy centers around the belief that effective financial management begins with active listening. By understanding her clients' unique aspirations and values, she crafts tailored financial roadmaps that align with their long-term goals.

Currently, Kelly is spearheading several key projects aimed at enhancing financial literacy within her community. She conducts workshops focused on retirement income strategies, cash management, and investment diversification, empowering participants to make informed decisions about their financial futures. Her proficiency in long-term care insurance and both variable and fixed annuities allows her to provide comprehensive solutions that address the diverse needs of her clients, ensuring they are well-prepared for life’s uncertainties.

In a world where financial landscapes are constantly evolving, Kelly’s commitment to continuous education and professional development sets her apart. She stays abreast of industry trends and regulatory changes, which enables her to offer insightful advice and innovative strategies. By fostering strong relationships built on trust and transparency, Kelly not only helps her clients achieve their financial goals but also instills confidence in their financial journeys. Whether it's planning for retirement or ensuring a legacy for future generations, Kelly Perry is dedicated to guiding her clients every step of the way.

Kelly Perry Work
1 experience icon

Financial Advisor at Thrivent in August 2000 to Present

2 experience icon

Regional Development Director at Thrivent in August 2019 to December 2021

3 experience icon

Financial Consultant, Certified Kingdom Advisor, ChFC® , CLTC® , FIC at Thrivent in August 2000 to August 2019

Kelly Perry Skills

Retirement Planning

Retirement Income Strategies

Cash Management

See more

About Kelly Perry's Current Company
Frequently Asked Questions about Kelly Perry

What is Kelly Perry email address?

Email Kelly Perry at [email protected] and [email protected]. This email is the most updated Kelly Perry email found in 2026.

How to contact Kelly Perry?

To contact Kelly Perry send an email to [email protected] or [email protected]. (updated on November 04, 2024)

What company does Kelly Perry work for?

Kelly Perry works for Thrivent

What is Kelly Perry's role at Thrivent?

Kelly Perry is Financial Advisor

What is Kelly Perry's Phone Number?

Kelly Perry's phone (215) ***-*104

What industry does Kelly Perry work in?

Kelly Perry works in the Financial Services industry.

Kelly Perry Email Addresses

Email Kelly Perry at [email protected] and [email protected]. This email is the most updated Kelly Perry email found in 2026.

Kelly Perry Phone Numbers

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