Kelly A. Gormeley Soto possesses over 22 years of experience in both sales and strategic relationship management within the financial services industry.
Prior to establishing her own financial practice with Northwestern Mutual, Kelly ran point on the key accounts initiatives where she was the National Accounts Manager for ClientWise,LLC. Throughout her career, Kelly's responsibilities have included, developing and growing sales and assets across Wirehouse, RIA and Independent Broker Dealer channels. She has demonstrated the ability to foster deep relationships in her roles as National Accounts Manager and Regional Coordinator at both Prudential Financial and AllianceBernstein.
Kelly received a Bachelor of Science degree from Saint Peter's University and is a graduate of Rising Tide Capital, Small Business Academy. She proudly serves as the President of the Hudson County chapter of BW Nice, LLC, President of the Jersey City Rotary and is on the Hudson County Schools of Technology Foundation Board as an Advisory Council Member. She is a proud committee member of Act Now Foundation's annual gala and a proud Rotarian in Jersey City, NJ. Kelly has successfully completed a Certified Financial Services Coach Training Program making her eligible for the Associate Certified Coach (ACC) designation from the International Coach Federation.
She has studied with, volunteered/crewed for and has been mentored by some of the best in the professional development space; Tony Robbins, Dean Graziosi, Lewis Howes, Lori Harder, Gabby Bernstein to name a few.
Kelly is passionate about serving others and has developed a movement entitled the "I Deserve Project" which encompasses clarity, wellness and empowerment. She is a speaker, transformational & empowerment coach that believes that financial abundance, mindfulness, positivity and spirituality can all coexist . Today, she is marrying her profession, her passion and living in her purpose by way of Mindfulness and Financial Advice. Her mission is to teach others the power in sharing your story to empower others. "Life happens for you not to you" and "The Grace is in the Grit!" are her motto's.
Kelly shares her life's work and serves the world by producing content and events and leading individuals to become the best version of themselves through her retreats, seminars, workshops, pop-ups, masterminds and one on one coaching experiences.
Kelly resides in Bayonne, NJ with her children, Deja, Ayden and Mia.