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Fifth Third Investment Team Kelly Malatesta
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 5:00 PM |
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Richwood
340 Richwood Road Walton, KY 41094 USAbout Kelly
Serving the Walton area, Kelly provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Kelly works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I have been a Kentucky resident since 1998. I am married and have five children, two of which are step children. We also have a pet dog named Sparty and a cat named Walter.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
I have been in the financial services industry since 2008. I started at Fifth Third Securities December 2015.
Wayne State University, Detroit, Michigan, MBA
Michigan State University, East Lansing, Michigan BS in Finance
Michigan State University, East Lansing, Michigan BS in Finance
- Series 7
- Series 66
- Life Insurance
Contact Me
About Fifth Third Securities
"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to help preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."
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- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.