Kelly Gibson

Financial Advisor

111 Devonshire Street
Boston, Massachusetts 02109
Phone: (617) 314-0233
Toll Free: (800) 426-0501
Fax: (617) 830-0952
Connect with me: linked in

Profile

Kelly joined Moors and Cabot in November of 2006 from Janney Montgomery Scott and has over 17 years experience in the Financial Services Industry. Ms. Gibson began her career in the operational end of the business and moved her way up the ladder to become a Financial Advisor. She attributes her ability to service clients effectively to the skills she learned in the operational end of the business. Kelly prides herself on being able to break down challenging financial language for her clients and answer questions in a clear and concise manner.  Kelly holds a series 7 securities license, a series 66 investment advisory license and an insurance license.

 

Some of the services Ms. Gibson offers in her wealth management practice include, but are not limited to:

  • 401-K and 403B Rollover services
  • Trust Management
  • Retirement Plans for Corporations (Simple IRA’s, 401-K management etc.)
  • Life Insurance, Variable and Fixed Annuities
  • Stocks, Bonds, Mutual Funds, ETF’s UIT’s
  • Managed Money
  • College Savings Plans
  • Retirement and Estate planning for single woman
  • Financial planning

 

Kelly graduated Cum Laude from Bridgewater State University with a B.A. in Communications and a minor in History. She was a member of the prestigious Lambda Pi Eta honors society and a member of the women’s basketball team at her prior university, Lynn University (Boca Raton, Florida.)

 

In her spare time, Kelly enjoys spending time with her family, boating, gardening, spoiling her dog Rocky, cooking and relaxing at the beach.

 

 

Check the background of this investment professional on FINRA’s BrokerCheck

Kelly Gibson
  1. Team
  1. Vernon Gibson

    Vernon Gibson

    Senior Vice President—Investments/Boston Complex Manager

    Telephone: (617) 314-0224

    Email: vgibson@moorscabot.com