Kelly Pfister

Senior Client Relationship Associate

Alamo, California

As a Senior Client Relationship Associate, Kelly Pfister supports clients and advisors with a broad range of service and operational needs. She focuses on delivering efficient, attentive support and helping create a welcoming and consistent client experience.
She brings more than 12 years of experience in wealth management client service. Her background has given her extensive experience supporting advisors, responding to client needs, and helping coordinate day-to-day service responsibilities.
Kelly believes strong client service depends on responsiveness, attention to detail, and dependable follow-through. She works to make each interaction efficient and welcoming while helping advisors stay focused on serving their clients.
Outside of work, Kelly has a passion for international travel. She especially values the experiences and perspective gained from the time she spent living in Paris.