Kelly Soto

Kelly Soto

Key Accounts/Relationship Manager 

 

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Kelly A. Soto possesses over 20 years of experience in both sales and strategic relationship management within the financial services industry. She currently serves as a Key Accounts and Relationship Manager for ClientWise and is enrolled in the ClientWise Certified Financial Services Coach Training Program™. Throughout her career, Kelly's responsibilities have included developing and growing sales and assets across Wirehouse, RIA and Independent Broker Dealer channels. She has demonstrated the ability to foster deep relationships in her roles as National Accounts Manager and Regional Coordinator at both Prudential Financial and AllianceBernstein.

Kelly received a Bachelor of Science degree from Saint Peter's University and is a graduate of Rising Tide Capital, Small Business Academy. She proudly serves on the Hudson County Schools of Technology Foundation Board as an Advisory Council Member. She resides in Bayonne, NJ with her husband, three children and dog. Kelly is passionate about serving others and has developed a movement entitled "I Deserve" which encompasses Yoga, Wellness and Empowerment Practices. She truly believes in the power of positivity and leading individuals to become the best version of themselves.