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Published profile
Kate Kelly works with high-net-worth individuals on financial planning and tax decisions from Mariner’s New York office. A CFP professional and enrolled agent, she advanced through advisory roles at RR Advisory Group before its acquisition by Mariner. Her earlier experience includes financial planning at Merrill Lynch.
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- Financial planning
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- CFP®, EA
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Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
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