Kelli A. Adams, CFP®, EA

Counselor

Kelli Adams has been with GW & Wade since 2005.  Kelli brings her expertise in tax, investment, and retirement planning to her clients. Kelli also serves as a co-lead in GW & Wade’s Women and Wealth program.

Prior to GW & Wade, Kelli specialized in taxation and investments at State Street Corporation.  She currently provides tax, investment and retirement advice to executives and young professionals. 

  • CERTIFIED FINANCIAL PLANNER™
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • Enrolled Agent (EA)
  • BS, University of New Hampshire
  • 4 year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2015 - 2018