Kelly Rote

Kelly Rote helps her clients take control of their financial lives and prioritizes education and empowerment in her career as a Private Wealth Manager at UBS. A Wall Street veteran and investor at heart, she spent the first 15 years of her career managing investment strategies and composing portfolios at Payden and Rygel, Barclays and UBS but discovered her passion for encouraging women to take charge of their financial wellness while she was working as a trader in New York City.

In 2020, she returned to Los Angeles and now utilizes her deep knowledge of markets and strategic insights when developing financial solutions for her clients in an approachable way. Her mission is for her clients to achieve their goals as well as understand the WHY of they have investments in their portfolios. She focuses her practice primarily on women and believes that when they achieve this understanding, it fosters a financial confidence that many experience for the first time and this empowers them to truly feel in control.

Kelly holds a B.B.A. in both finance and international business from James Madison University’s College of Business, where she continues to serve as a mentor to students. She is a Certified Divorce Financial Analyst and has also earned her Series 3, 7, 63 and 66 securities licenses. She also serves as co-President of the Visionary Women Gen V board and is on the board of directors for the Justice Defense Fund. She enjoys tennis, Pilates, and hiking with her mini-Australian Shepherd. In 2018, she traveled to Lewa, Kenya with a UBS team to run in the Safaricom Marathon to benefit wildlife conservation and education efforts.