Fifth Third Investment Team Kelly Liebbe
Investment Executive
Day of the Week | Hours |
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Otsego
1511 Lincoln Road Allegan, MI 49010 USAbout Kelly
Serving the Allegan 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 was born and raised in Southwest Michigan but lived in Florida for four years. My husband and I, along with our three children and two dogs, currently reside in Hamilton. I enjoy volunteering in my community , spending time with my family, traveling, and photography.
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.
Associates Degree, Davenport University, Holland, MI
- 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.