Kelly La Voie

Wealth Advisor

Phone: 315-945-0574

Email: kelly.lavoie@lpl.com

After 20+ years working as an advisor at large financial services firms, Wealth Advisor Kelly La Voie, reevaluated the direction of her practice and determined that she could better serve her clients as an independent advisor through a broader range of customized services.  Kelly's prior experience as a successful young entrepreneur gives her personal perspective when advising small business clients.  Her educational background in finance, economics and portfolio management are key contributors to her investment management style.  Kelly is proud of her 20+ year client relationships that have followed her throughout her career and is extremely thankful for the relationships she has developed with extended family members and successors.  She is looking forward to growing her practice as a business owner operator and plans to add team members in the coming months.