Welcome!
There is nothing more important to me than to help people with their goals.
My own journey into the world of finance began in 2011, with the idea of building a team that could be viewed as a valuable resource and trusted connection for our clients as they navigated through life.
Growing up on a dairy farm- working hard and taking care of others was always the priority. This experience helped me to develop the mindset that having strong attention to detail, listening skills, and a solid sense of ethics was the key to success. These skillsets are ones that I carry with me every day, especially when I am meeting with my clients.
Soon after joining Equitable Advisors, I began building my team of Financial Professionals. Today, our team is going strong, always meeting with clients using a goals-based approach. We believe that every person and situation require a custom plan. Our focus is on the priorities of the client first, last, and always. To learn more about the professionals on our team today, click the “About Us” tab, and select “Our Professionals”. We would welcome the opportunity to discuss how our capabilities and experience can meet the needs of you or your organization.
We provide the highest level of professionalism by always:
Listening to clients
Understanding client's needs, goals, and desires
Being service oriented
Using current, innovative tools to the client’s advantage
Increasing our client’s financial literacy
Being objective
Providing professional services with integrity
When I am not working with clients, I am advocating for other female professionals within Equitable Advisors by providing mentorship and support to women who are new to the industry. You may also find me volunteering and at the service-based organization “Zonta Club of Geneva”, where I have been active for the past 9 years. This club is special to me, as it also services women at a local and international level. At home, you may find me spending quality time with my cherished significant other, Jeremy and my well-loved yellow lab, Gigi. The three of us enjoy physical fitness in many forms, my personal favorites being running, and jump roping.
I am always looking for new faces to join the team. If you are a hard working professional with an entrepreneurial spirit, and are looking to hold a career in the financial industry - email me at Kelly.DeMay@equitable.com or apply here.
