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Kelly Powers

Kelly Powers

Vice President, Northeast Division

Continuing an illustrious career in the financial services industry for the last 25 years, Kelly Powers joined AXA Advisors, LLC in 2013.  Starting in the back office of Smith Barney in 1991, Kelly has been fortunate to see the industry from all sides – as a Sales Assistant at Kidder Peabody, to a Financial Advisor at UBS Financial, to a compliance officer at Royal Alliance.  There’s no doubt that her talent and leadership skills were quickly identified at AXA Advisors where she now holds the position of Financial Professional and Divisional Vice President.

As a financial professional, Kelly believes that success in achieving important financial goals starts with a comprehensive plan.  Taking a holistic approach, she helps her clients define what is most important to them and together they formulate a strategy that is best suited to them, whether they are accumulating wealth, investing for income or developing a distribution plan that meets their lifestyle and legacy goals.  Kelly’s focus is on proper asset allocation and diversification to preserve capital while meeting each client’s needs.  Ongoing oversight and analysis coupled with the identification of new opportunities or changes in the market that may affect client portfolios, help to ensure client goals are met.

As a Divisional Vice President, Kelly recruits and trains individuals interested in building a career in the financial service industry.  She looks for goal-oriented, results-driven people who possess an entrepreneurial spirit and a passion for winning, to join her team.  In the financial services business, success comes most often to those with an innate concern for people, an unwavering commitment to their own professional growth and a desire to help their clients meet their financial goals.   AXA Advisors provides a success-oriented environment through extensive training, resources, and support.

Kelly is a graduate of Stony Brook University with a Bachelor’s degree in Political Science.  Committed to her career, she has earned the FINRA Series 4, 7, 24, 53, 63 and 65 registrations as well as the NY State Insurance, Annuities, Life and Health license.

Kelly currently resides in East Northport with her two children.

 

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (516) 358-3984
Fax (516) 488-1081
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck