Kelly Baker Ferrarese, Cfp®
About Kelly Baker Ferrarese, Cfp®
Kelly Baker Ferrarese is a Senior Vice President of Wealth Management at UBS, where she has worked since 2021 in Boca Raton, Florida. She holds a Bachelor's Degree in Agricultural Economics from Texas A&M University and participated in an exchange program at the University of Tübingen, studying Economics.
Work at UBS
Kelly Baker Ferrarese serves as the Senior Vice President of Wealth Management at UBS. She has held this position since 2021. Her role involves managing client relationships and providing tailored financial strategies to meet the needs of high-net-worth individuals. Based in Boca Raton, Florida, she has contributed to the firm’s wealth management services for three years.
Education and Expertise
Kelly Baker Ferrarese earned her Bachelor’s Degree in Agricultural Economics from Texas A&M University, where she studied from 1991 to 1996. Additionally, she participated in an Exchange Program at the University of Tübingen, focusing on Economics from 1993 to 1994. Her educational background provides a strong foundation for her expertise in wealth management and financial planning.
Background
Kelly Baker Ferrarese has a diverse educational background that includes significant studies in economics. Her experience in wealth management is supported by her academic training, which has equipped her with analytical skills relevant to financial services. She has been active in the financial sector since her graduation.
Professional Experience
With over three years of experience at UBS, Kelly Baker Ferrarese has developed a comprehensive understanding of wealth management. Her role as Senior Vice President involves strategic planning and client engagement, which are essential for delivering effective financial solutions. Her professional journey reflects a commitment to excellence in the financial industry.