Kelly Markowitz- Financial Planner

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Kelly joined LPL Financial after several years in the financial services industry. She started her career at Edward Jones in 2007 where she worked as a branch administrator in the Mammoth Lakes, CA office. In 2008, she underwent rigorous training and obtained the appropriate securities registrations to become a financial advisor. Over the next two years she worked side by side with a veteran financial planner and had the opportunity to work with a range of clients with varying needs. In 2010 she was promoted to manager of the Torrance, CA branch. Kelly has gained valuable experience working with individuals with unique needs, circumstances, and goals, and she enjoys educating and empowering clients to make informed decisions in pursuit of their financial success and independence.

Kelly graduated with a degree in International Business from San Diego State, in 2006. She was a member of the Alpha Kappa Psi business fraternity and the American Marketing Association. She qualified for the Phi Eta Sigma Honors Society as well as the University Honors Program where she earned a scholarship to help fund her study abroad in Viña Del Mar, Chile. While abroad, she took a full course load of business courses in Spanish at the Universidad de Valparaiso, Chile; and gained first-hand knowledge of emerging and developing markets in South America. She also studied in Madrid, Spain.

Kelly grew up in and still resides in El Segundo, CA, where she plays an active role in the community. She belongs to the El Segundo Chamber of Commerce and has served the Kiwanis Clubs of both Torrance and El Segundo. Previously, she served on the El Segundo Kiwanis scholarship board which meets annually to award funds to deserving candidates who are committed to furthering their education.

Kelly enjoys spending her free time cooking; travelling abroad; skiing, hiking, and backpacking in the Sierras; and spending time with her family.

Kelly holds Series 7 and 66 securities registrations with LPL Financial and holds a CA Life/Health Insurance License.

CA Insurance License #0C24309

 

Kelly.markowitz@lpl.com