Kelsea Yeskevicz joined the Boston Wealth Advisors team in 2020 as a Client Relationship Manager.
Her essential role entails daily interactions with clients, including building and maintaining positive working relationships and establishing plans that help our clients work toward achieving short- and long-term goals. Kelsea takes great pride in her role, especially when assisting others in ensuring they are financially secure and prepared to handle both life’s unexpected challenges and celebratory moments.
Kelsea understands the importance of effective planning, mainly to eliminate unnecessary stress, and she plays a vital part in this process. She invests the time to get to know clients personally and to understand their unique situation properly.
She was drawn to finance because of a life-long love of numbers and mathematics. She finds her career incredibly rewarding because of the joy she has from interacting with and helping others, and her colleagues and our clients know her for many positive traits that shine through daily. Kelsea is personable, reliable, and impeccably organized.
Before starting with Boston Harbor, Kelsea began her career with Fidelity Investments. There, she worked in sales and consulting for institutional clients. She earned her bachelor’s degree in Finance at the University of Rhode Island. Upon graduating, she received her Series 7 and 63 to start her career in financial services.
I am from Worcester County, Massachusetts, and grew up in Spencer. After college, I moved to the city and love being in the center of it all while still being near my friends and family, whom I’m really close with, and we often get together. I spend most of my free time hanging out with them or watching whatever New England sports team is playing that day. I love to cook, fill my house with people I love to spend time with, and entertain in my home, all of which are very special to me.
I have a passion for trying and learning new things. I enjoy being adventurous and value the spontaneity in life!