Kelly Whalen

Partner

Kelly began her career in finance at M&T Bank in 2003 as a Teller and Customer Service Associate. In January of 2007, she joined Riley Nichols & Munn as a Client Service Associate. In 2009 she earned her Series 7 & 63 Securities registrations through LPL Financial, allowing her to continue working closely with clients and begin to develop their portfolios for continued success. After 13 years as an employee of Riley Nichols & Munn, Kelly has become a partner of the firm. In this role, Kelly will continue to develop client relationships which she feels is key to individual financial success.

Kelly resides in Fairport, NY with her husband of over 16 years and her two sons. She is an avid reader, practices pilates, loves supporting her sons in their extracurricular activities, and enjoys spoiling her dog and cat.