Kelly Cavanaugh is the Executive Assistant and Director of Client Services for the firm. Kelly started her career in the financial services industry in 2005 while attending the University of Buffalo. It was while working for a local general agency as a life insurance case manager that she found her passion for the financial field.
In 2013 Kelly joined the Novity Wealth Team. Her main focus is acting as the Director of Client Services. Whether it be assisting with service on inforce policies or securities, booking an appointment with your advisor or being a point of contact, Kelly is a phone call away to help with your needs.
Outside of the office Kelly loves spending time with her family. With them she enjoys relaxing at Conesus Lake, working alongside them at their family owned business, as well as DIY projects on her house in her home town of Alden, NY.
Contact Kelly at firstname.lastname@example.org.