Jean’s parents married young and had five children to care for. Her father worked hard to provide for the family, and Jean (as the oldest) had a lot of responsibility as the big sister. Jean remembers that as each child graduated high school, they were required to pay a nominal amount for rent, to teach the kids a lesson in financial responsibility. Later, when each child married, their parents returned the saved money to them as a gift. Jean’s father was able to retire at age 55, and Jean learned (somewhat to her surprise) that her father had understood the importance of regular savings, building a nest egg a little bit at a time.
Married for almost 40 years to Robert, the Kelleys live in Westfield. Bob is the contract coordinator for the Big E in West Springfield, his employer for more than 45 years. Their daughter, Katelyn, is a licensed realtor in Boulder, Colorado, a place Jean enjoys visiting. Like her mother, Kate learned financial responsibility early on; she worked while going to school, was disciplined, paid her bills on time, and built her savings. The result was that at the age of 25, Kate purchased her own condo, and as a self-employed individual, Kate takes advantage of available tax opportunities.
When not at work, Jean enjoys spending time at her home near the shore in Rhode Island, as well as their new home in Southwest Florida. She likes to play golf, even if she’s not very good at it. Traveling with friends ranks high on her list of activities. Jean and Bob frequently dine out and enjoy trying new places; if you have any suggestions, she’d love to hear them. Jean has been an active volunteer at the Springfield Rescue Mission, having worked in their clothing shelter, cooking and serving in the kitchen, packaging meals for delivery to homebound and serving meals to the homeless around the holidays. She has worked for the Make-A-Wish Foundation as a Wish Maker, helping children’s wishes come true. In addition, Jean has participated in Commonwealth’s Cares Programs.
In 2001, Jean earned her CFM (Certified Financial Manager) certification from Merrill Lynch. She has been recognized for outstanding services to investors in Hampshire County and for her financial expertise and dedication to principles of sound investing. She holds all required securities licenses as an Investment Advisor Representative of Commonwealth Financial Network®. In addition, she holds her life and health insurance licenses. Jean has also been recognized as a Winner’s Circle advisor in 2013 and 2014— a distinction based on annual production attained by just 26 percent of advisors affiliated with Commonwealth.
Caring about people makes servicing her clients easy. Jean wants her clients to be comfortable working with her and with the decisions they need to make. Jean stresses to her clients, “Wealth isn’t defined by portfolio performance alone; wealth is defined by what’s important to you.” Knowing what’s important to her clients is what helps Jean craft individual solutions, and it’s probably why so many clients refer her to their family and friends.