Colleen Kelly

Joined Lido: 2018

Homebase: Dallas

Professional Focus: Colleen acts as liaison between clients and Lido’s vast array of innovative services and its differentiated approach to wealth management.

Education: B.A., Interdisciplinary Studies, University of Texas, Dallas

Previous Work Highlights: Colleen worked for Wells Fargo Advisors and Stifel Financial Corp.

Personal Facts: Colleen resides in Dallas with her husband and enjoys traveling, cooking, and spending time with family and friends.