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KELLY DONNELLY

ENGAGEMENT MANAGER

Kelly joins Willard Powell after a 15 year career in the financial services field, specifically focused in Wealth Management. She spent five years at Lehman Brothers as a member of a high-producing sales team in the Private Investment Management division until 2008, and subsequently joined Morgan Stanley Private Wealth Management. While at Morgan Stanley, Kelly managed a product offering targeting top tier Ultra High Net Worth individuals, coordinating with advisors and management across the country. Most recently, Kelly acted as compliance specialist at a start-up broker dealer specializing in RIA formation. Kelly is a graduate of the University of Connecticut where she had a double major in Communications and Journalism.