Biography
Colleen Kelly joined Lido in 2018. She is currently a Director and Senior Wealth Advisor in Lido’s Dallas office, acting as a liaison between clients and Lido’s vast array of innovative services and differentiated approach to wealth management. She brings over a decade of experience in wealth management serving high net worth clients. Prior to joining Lido, she worked for Wells Fargo Advisors and Stifel Nicholas. Colleen graduated from the University of Texas, Dallas. She holds her Series 66 and is an Investment Advisor Representative. Colleen resides in Dallas with her husband and enjoys traveling, cooking, and spending time with family and friends.
The Lido Perspective
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