Kelly Wellborn, CFP
Kelly has spent her entire career in wealth management most recently serving as President at Cypress Capital Management. Prior to being named President of Cypress, Kelly served as Senior Vice President of Operations and Chief Compliance Officer. During her 30-year career with the firm, her responsibilities have included management of all business operations, compliance monitoring, and client services. From 1981 – 1985, Kelly was a Trust Operations Officer at both Southeast National Bank in PA and American Guaranty and Trust in DE. Kelly is a CERTIFIED FINANCIAL PLANNER™ Professional and past President and Treasurer of the Society of Financial Service Professionals – Delaware Chapter. She graduated from the University of Delaware in 1981 with a B.S. in Accounting.
Read Articles by Kelly Wellborn, CFP
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Investing in Financial Markets Through the Ups and Down
The resilience of the stock market during the pandemic is one of the more remarkable stories in this most unprecedented…
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Teamwork Makes the Assets Work – A Financial Advisor Can Be a Woman’s New BFF
In today’s economic and cultural backdrop, more women need to seek financial advice and prepare for a secure future. It…
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Get More Confident about Investing – Start by Educating Yourself
At some point in everyone’s life, there is usually a reason that prompts you to start investing. Some of the…
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