Wealth Management Support Specialist
Kelly Wilson joined the Prism Financial Group team in 2022, as a Wealth Management Support Specialist. Her role within the team consists of working closely with advisors to assist with all client needs. She specializes in working with McDonald’s owner operators on account management and cashiering tasks.
Kelly was born and raised in Denver, Colorado and attended the University of Colorado at Boulder. She graduated in 2017 with a Bachelor’s Degree in Business Administration with an emphasis in Finance.
In 2017, Kelly moved to Kansas City and worked as a Credit Analyst in the finance department for a transportation company. This included underwriting and preparing credit packages, contract review, and processing loan documents.
Kelly enjoys spending time outdoors and exploring different parts of Kansas City. She also loves going home to Colorado to spend time with her family, including her dog, Olive.