Financial Services in Colonial Heights, VA
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Financial Services
320 B Charles H. Dimmock Pkwy,
Ste 1
Colonial Heights ,
VA
23834
United States
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Kelley Conley joined First Command Financial Services as a Financial Advisor in August 2022. She is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.
A graduate of University of Kentucky with a Bachelor’s degree in Public Health, Kelley holds Series 7 and 66 securities licenses plus life and health insurance licenses in VA, WV and NC.
Understanding that the biggest obstacle to financial security for most people is their own behavior, Kelley serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Kelley will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
In her free time, Kelley enjoys cooking, reading, and spending time with family.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
804-520-4045
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Worldwide > United States > Colonial Heights > Financial Services