First Command Financial Advisor - Kelley Conley, RICP®

First Command Financial Advisor - Kelley Conley, RICP®
317 Commercial Avenue , Suite 100
Anacortes
Washington
98221
United States
Tel: (360) 692-0277


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Business Information
Kelley Conley joined First Command Financial Services as a Financial Advisor in August 2022. She is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

A graduate of University of Kentucky with a Bachelor’s degree in Public Health and Criminology, Kelley holds Series 7 and Series 66 securities licenses plus life and health insurance licenses in Washington.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Kelley serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Kelley will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In her free time, Kelley enjoys cooking, gardening, and spending time with family.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”


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Opening Times
Mon-Fri 8am-5pm, Sat-Sun Closed


Additional Phone Numbers
Fax
(360) 692-1387
Mobile
(804) 494-4627

Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management
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