Kelly BraitKelly Brait, CFP®Wealth Advisor
About Kelly
Kelly Brait is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of The MHC Group, she delivers tailored and comprehensive financial plans for the benefit of high-net-worth individuals, business owners, C-suite executives, entrepreneurs and other successful professionals.
Recognizing that each client has unique needs, Kelly utilizes an assessment process, and invests time to uncover and understand specific requirements and objectives. She integrates these inputs with the vast capabilities of the firm to create appropriate strategies that care for individualized liquidity needs, risk and return parameters, and time horizons. Kelly synthesizes information and provides both up- and downside considerations to help clients through the financial decision-making process. With an energetic passion for nurturing strong client relationships, she constructs each plan in a bespoke fashion.
Kelly attended Dartmouth University, where she played varsity soccer and earned a B.A. in Economics. She holds the CERTIFIED FINANCIAL PLANNER™ designation and is empowered to develop wealth management strategies that target short- and long-term goals.
She spent one year in market research and consultancy before joining Merrill Lynch and the team in 2015. Together, they transitioned to J.P. Morgan in 2018 to bring direct access to investment solutions that cover a range of requirements, including residential and commercial lending.
Committed to giving back, Kelly participated in a relief mission in Uganda to bring a joyful soccer experience to local youths. She continues to play recreationally several times a week. In her free time, she enjoys traveling with family and friends, and exploring all that Chicago has to offer.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now