Kelli A. Adams, CFP®

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Kelli Adams
FOCUS AREAS

Tax Planning
Investment Strategies

CLIENT SPECIALTY

Retirees
Executives
Business Owners

RECOGNITIONS

Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2015 – 2024)

COMMUNITY

Treasurer, Tewksbury Girls Basketball League

Panel Member, MIT AgeLab’s Preparing for Longevity Advisory Network (PLAN)

 

Kelli brings more than 20 years of experience in tax, investment, and retirement planning to her clients. She currently provides tax, investment and retirement advice to executives, retirees, entrepreneurs, and young professionals. Kelli also participates in the firm’s Her Wealth® program. 

Prior to joining the firm, Kelli specialized in taxation and investments at State Street Corporation. 

  • CERTIFIED FINANCIAL PLANNER™
  • Enrolled Agent
  • Investment Adviser Representative (Series 66)
  • BS, University of New Hampshire
Disclosures:

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.