Colleen Kelly joined Lido Advisors in 2018. She is currently a Senior Vice President and Wealth Advisor in Lido’s Dallas office, acting as a liaison between clients and Lido’s vast array of innovative services & differentiated approach to wealth management. She brings over a decade of experience in wealth management serving high-net-worth clients. Prior to joining Lido Advisors, she worked for Wells Fargo Advisors and Stifel Nicholas. Colleen graduated from the University of Texas, Dallas. She holds her Series 66 and is an Investment Advisor Representative.
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