Kelsey Farrell

Kelsey Farrell

Financial Consultant

Schedule a Meeting with Kelsey:

Kelsey Farrell is a financial consultant dedicated to helping people reach their financial goals. She provides guidance in the areas of wealth management, risk management, retirement planning and income distribution, and is focused on comprehensive planning for all aspects of a client’s life.

Prior to becoming a financial consultant, Kelsey held several roles within the financial services industry during her tenure at Edward Jones Investments. She was responsible for firm and client account reconciliation, auditing, Lean Six Sigma process improvement, data analytics, and recruiting.

Kelsey holds FINRA registrations for the Series 7 and Series 66, as well as a license for Life, Accident, and Health insurance. She earned her Bachelor’s degree from The University of Arizona at the Eller College of Management.

Kelsey is passionate about community service and spends time volunteering at Feed My Starving Children, De Colores Women’s Shelter, iCan Youth Center, and the United Way.



California Insurance License #: 4043676

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Signature Wealth Concepts, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 480-444-3755
Fax 480-922-5203