Kelly Mc Grew
About Kelly Mc Grew
Kelly Mc Grew serves as the Senior Vice President and Senior Portfolio Manager in Wealth Management at UBS Financial Services Inc. in Colorado Springs, Colorado, bringing over three decades of experience in the industry.
Work at UBS
Kelly Mc Grew has been employed at UBS Financial Services Inc. since 2009, holding the position of Senior Vice President - Wealth Management Senior Portfolio Manager. In this role, Mc Grew focuses on providing wealth management services, leveraging over three decades of experience in the financial industry. Operating primarily out of Colorado Springs, Colorado, Mc Grew has demonstrated a long-term commitment to UBS, contributing to the firm's reputation in wealth management.
Previous Experience at Morgan Stanley
Before joining UBS, Kelly Mc Grew worked at Morgan Stanley Wealth Management for 22 years, from 1987 to 2009. In this capacity, Mc Grew served as Senior Vice President - Investments. This extensive experience at Morgan Stanley laid a strong foundation for a successful career in wealth management, allowing Mc Grew to develop significant expertise in investment strategies and client relations.
Education and Expertise
Kelly Mc Grew studied Finance and Economics at Wichita State University, completing a program in the College of Business Administration from 1979 to 1981. This educational background has equipped Mc Grew with a solid understanding of financial principles and economic theories, which are essential in the wealth management sector. Mc Grew's expertise is further demonstrated through a career spanning over three decades in senior positions within the financial industry.
Regulatory Compliance and Licensing
Kelly Mc Grew is licensed to operate in 30 states across the United States, reflecting a comprehensive understanding of regulatory compliance in the wealth management field. This broad licensing capability allows Mc Grew to serve a diverse client base and navigate various state regulations effectively. Such expertise is crucial for maintaining compliance and ensuring that clients receive appropriate financial advice.