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, but discovered her passion for encouraging women to take charge of their financial wellness while she was working as a trader in NYC.
In 2020, she moved back to Los Angeles and 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 client’s to achieve their goals as well as understand the WHY of they have investments in their portfolios.
Kelly lives in Brentwood with her partner and mini Australian Shepherd puppy. She serves on the Visionary Women Gen V board, is a member of the NVAK Collective Council as well as a supporter LACMA. She also enjoys tennis, Pilates, hiking and running— she traveled to Lewa, Kenya with a UBS Team in 2018 to run in the Safaricom Marathon to benefit wildlife conservation and education efforts.