Financial Advisor Brenna Warren

Brenna Warren - CFP®

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The Investment Services & Financial Planning at The Bank of Bennington Team

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Brenna

Brenna Warren - CFP®

Kelley A.

Kelley A. Finnell


- Regional Administrative Assistant

Kelley Finnell is the Regional Administrative Assistant reporting directly to Joe. Her responsibilities include training new associates and administrative assistants to become proficient in the "paperwork" part of the business. She also provides on going training when systems are changed. She has excellent communications skills that complement her strong technical background.

Kelley has been with Money Concepts for 12 years. Kelley is transferred from the Colonial Region where she worked with D.R. "Woody" Tyler. Prior to that she had a position with a CPA firm and Investment department at a Bank. Kelley keeps on the cutting edge of the business by attending advanced seminars on a regular basis.

Kelley A.

Kelley A. Finnell


- Regional Administrative Assistant

Kelley Finnell is the Regional Administrative Assistant reporting directly to Joe. Her responsibilities include training new associates and administrative assistants to become proficient in the "paperwork" part of the business. She also provides on going training when systems are changed. She has excellent communications skills that complement her strong technical background.

Kelley has been with Money Concepts for 12 years. Kelley is transferred from the Colonial Region where she worked with D.R. "Woody" Tyler. Prior to that she had a position with a CPA firm and Investment department at a Bank. Kelley keeps on the cutting edge of the business by attending advanced seminars on a regular basis.

Lisa

Lisa Stanford



Lisa

Lisa Stanford



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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Brenna Warren is an independent contractor of Money Concepts

note: Investment Services & Financial Planning at The Bank of Bennington is an independent firm and not affiliated with Money Concepts

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