CLIENT RELATIONS MANAGER

Kelly Anselmo joined FMB Wealth Management in 2012. She oversees Investor Services which includes Communications and Client Relations and is also a member of the firm’s Investment Committee. Kelly has over 10 years of experience in the investment industry. Prior to FMB, she was with Trust Company of the West as a Mortgage-Backed Securities Analyst with responsibilities including portfolio analysis and structuring, client communication and support. Previously, Kelly worked as a Senior Trading and Sales Assistant at Drexel Burnham Lambert in their High-Yield Bond Department. Kelly holds a BA in Political Science from the University of California, Los Angeles.

The FMB Blog

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...