CFP, Portfolio Specialist
Kelly
Napoleon,
CFP®
Kelly began her career in the financial services industry in 2012 and joined the Allied Wealth team as VP of New Business and Service in 2019. She is a passionate client advocate with extensive knowledge and experience serving high-net-worth individuals in the greater Houston area. She serves as a liaison between advisors and clients to deliver a level of high-quality customer service you should expect from your financial advisor.
Kelly graduated Magna Cum Laude from Sam Houston State University. To better assist clients to build a holistic financial plan, she achieved her CERTIFIED FINANCIAL PLANNER™ certification through Rice University.
A native Texan who resides in The Woodlands with her husband Justin and three dogs Maya, Honey, and Ryder. They are an active family that spends the majority of their free time hiking, road cycling, and planning their next National Park adventure.
Executive Team
Justin Napoleon
Vice President, Investment Advisor
