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Kelli Glynn, Market Leader, Kansas City

Kelli Glynn

Market Leader, Kansas City 
kelli.glynn@usbank.com
913.261.5728

 

 

 

“The ultimate goal is to help clients find peace of mind. We listen to their dreams and goals and help them execute on all the details toward making it happen, providing guidance, advice and expertise along the way. What could be better?”

After spending a summer during college as the assistant to a financial advisor, Kelli knew she wanted to spend her career helping people plan for their futures and work toward their financial goals.

Having working in the financial services industry since 1989, Kelli is one of the Midwest’s most well-respected wealth management leaders. Her expertise has been refined in a variety of industry leadership positions, most recently as senior vice president and managing director at BMO Wealth Management where she had also served as financial advisor, portfolio manager and regional director of portfolio management. Now, as Market Leader for U.S. Bank Private Wealth Management in Kansas City, Kelli uses her knowledge and experience to lead a team of professionals specializing in Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning.

Philosophy
With a passion for serving others, Kelli strives to assure both clients and employees alike feel heard, understood and respected. “I feel a great sense of accomplishment when a client tells us ‘You understand me better than anyone else,’” she says.

Education and community involvement
Kelli earned both a bachelor of science and master of business administration from the University of Wisconsin-Whitewater. She was also named one of Ingram’s Magazine’s 40 Under Forty in 2010, and one of Kansas City’s Most Influential Women in 2012.

Kelli is very active in her community, and is committed to helping make Kansas City a better place to live and work. She serves on the board of directors of the Kansas City Symphony, as well as their finance and development committees. Previously, she was a board member at Newhouse Shelter, where she served on their fundraising committee.

 


 
Important Disclosures

Investment products and services are: 
NOT A DEPOSIT  •  NOT FDIC INSURED  •  MAY LOSE VALUE    NOT BANK GUARANTEED   NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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