Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA®
Virginia Tech
Tell me more about Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA®?
Kelli Olsheski, CFP(r), ChFC(r), AAMS(tm) is a highly experienced financial advisor with over 22 years of work experience. She specializes in new business development, key account management, sensors, product management, and industrial control. Kelli is dedicated to helping clients achieve their financial goals and helps them navigate the challenges of financial life. She is dedicated to providing excellent service to her clients and ensuring their financial goals are met. Kelli's expertise and dedication make her a valuable asset in the field of financial services.
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Emails and Phone Numbers
About
How do I help? I listen to my clients’ worries and joys, and I guide them using strategies that help them reach their dreams. I know that finances can be overwhelming at times. So, I take time to educate and listen to ensure my clients’ comfort in their investments. I partner with them throughout their lives, maintaining open communication and making any changes to their strategies to keep them on track. When beneficial, I work with their CPAs and attorneys, always respecting client confidentiality. Significant events help us understand what is most important in our lives. Several years ago, my husband and I both lost our fathers. Their passing prompted considerable changes in our family. I was faced with many uncertainties and questions, including what were my goals, how I could reach them and how could I manage major life decisions regarding family and finances. I eventually discovered the grace and tenacity to persevere. This experience led me to become a financial advisor, a position in which I can truly help people with their financial goals and guide them through the ups and downs of life. Service has always been an important part of my life. Service to my family, by loving and providing for them. Service to my community, through Chi Delta Alpha, Philo and volunteering in the schools and local events. Service to my clients, by asking key questions and creating personalized strategies that help them accomplish their goals. Laura, my branch office administrator, and I are grateful to be there for our clients and community, helping them discover and pursue what is most important to them. We are dedicated to understanding our clients and the values that shape their objectives. We know that every cent they invest is a product of their hard work, and we sincerely value their trust. What’s next for you? Are you ready for a financial partner who is dedicated to your success? If so, please call or send us a message. We would love to talk and learn how we can help. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
...See MoreWork Experience
First Vice President Financial Advisor
Financial Services
Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA®'s Professional Milestones
- Plant Automation Specialist (2015-03-01~2016-04-01): Implemented efficient and cost-effective processes, optimizing plant operations and ensuring productivity.
- Regional Manager (2001-10-01~2007-09-01): Expanding market share and driving revenue growth through strategic business development initiatives.
Education
Chemical Engineering,
Marketing,
Engineering,
Chemistry,
Bachelors,
Chemistry And Chemical Engineering
1987-1992Skill
New Business Development
Key Account Management
Sensors
Product Management
Industrial Control
Engineering
International Sales
Business Development
Rfid+
Strategic Planning
Continuous Improvement
Cross Functional Team Leadership
Direct Sales
Leadership
Lean Manufacturing
Machine Vision
Motion Control
Process Control
Sales
Sales Operations
Solution Selling
Team Building
Energy
Manufacturing
Automation
Process Automation
Instrumentation
Management
Sales Management
Process Improvement
Control Systems Design
Financial Advising
Certification
Colleagues
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Christine Thibault
Small Business Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Other Named Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA®
Frequently asked questions
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Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA® works for Merrill Lynch
Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA®'s role in Merrill Lynch is First Vice President Financial Advisor
Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA® works in the industry of Financial Services
Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA®'s colleagues are Alok Tandon,Nick DiGiaimo,Kirk Fleming Jr
Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA®'s latest job experience is First Vice President Financial Advisor at Merrill Lynch
Kelli Olsheski, AAMS™, CFP®, ChFC®, CDFA®'s latest education in Virginia Tech