Kelli Smith

Office Location

8450 Falls of Neuse Rd.
Suite 206
Raleigh, NC 27615

Phone: (919) 405-3800
Toll free:
Fax: (919) 405-2427

Kelli Smith


Senior Vice President - Financial Planning


About Financial Advisor Kelli Smith

Kelli Smith has been selected as a SmartVestor Pro because of her commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • Joined Financial Engines in 2010. Began her career in the financial services industry in 2010.
  • Successfully completed the Series 65 examination(s) administered by FINRA.
  • Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s).
  • Bachelor's degree Business Administration from Washburn University.
  • Married to Matt. They have two children: Kristen and Dylan. Kelli enjoys running, cycling, and exploring the city with her family.
SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Contact Kelli
  • Ask a Question
  • Request an Appointment

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