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Kelli Mickley

Sep 17, 2026

3:32
Tell us a little bit about how you make sure that every detail is just right when you're filling out that new account paperwork or helping out clients with changes to their accounts.
3:41
I have quite a bit of experience with Wealthscape, you know, for Fidelity in the past.
3:46
So, you know, I kind of bring that experience with me.
3:48
I'm just learning, you know, y'all's processes and procedures, the way you do things.
3:53
But yeah, I have that experience of working for financial advisors, been in the financial industry probably for over 15 years now.
4:03
I love the client service part of it.
4:05
That was, you know, when I saw this position, I was, you know, definitely wanted to, you know, get back into, you know, doing more client service stuff and kind of behind the scenes and just taking care of the clients.
5:43
Can you talk to us a little bit about what that experience was like?

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