MAUREEN "MO" KELLY
maureen@pinehaveninv.com
888-396-2749
Maureen (Mo) Kelly joined Pine Haven in October 2016 as our Director of Client Services. In this role she coordinates with client on accounts, contributions, disbursements and other activity. For new clients she guides them through the account opening and transfer process with Charles Schwab. Borrowing from her experience running a Bed & Breakfast on Martha’s Vineyard, she is thoughtful and organized in her giving excellent/concierge level service to our clients.
Prior to coming on board Maureen was a Client Service Associate with Valmark Securities on Cape Cod and previously worked with a team of five Financial Advisors at Morgan Stanley Smith Barney in Norwell, MA. Maureen has 14 years of administrative experience in the Financial industry.
Mo is originally from Springfield, Virginia and has lived in the Northeast for many years. Currently, she lives in Fairhaven with her dog Bennie and has a has a grown daughter living on Cape Cod.
In her spare time there is good chance you could run in to at the theatre or enjoying a swim at the beach.
Director of Client services
maureen@pinehaveninv.com