Kelley Wolfington

Kelley is a Senior Wealth Strategist with SEI Investment’s Private Wealth Management group. As a “recovering trust officer”, she brings a different approach to providing advice to clients around estate planning, philanthropic planning and next-generation education and communication.

Throughout her career spanning well over two decades, Kelley has solely worked with high and ultra-high net worth families, individuals and organizations. She has found that, for some families, the planning process can be emotional. Kelley works with families to organize those emotions to allow effective planning and simplify the complicated. After decades of working with multi-generational wealthy families, she is able to offer up stories of what she has seen that has worked (or hasn’t) and allow space for families to decide their course of action to attain their personal version of success.

Prior to joining SEI, Kelley held roles at Hawthorn, PNC Family Wealth, Wells Fargo Private Bank and Silver Bridge Advisors where she partnered with successful families to grow, manage, protect and transfer their assets. She started her career at BNY Mellon Wealth Management as a portfolio manager  as well as an Investment Strategist in the Family Office Group, providing investment consulting services to high and ultra-high net worth clients.

Kelley graduated from Villanova University with a Bachelor of Science degree in Finance and is also a graduate of the New England School of Banking’s Trust School certificate program. She holds the Certified Trust and Financial Advisor designation and is a 21/64 Certified Advisor.

Kelley has appeared in articles in the Wall Street Journal, Kiplinger and ThinkAdvisor and has been a guest on the podcast Celebrity Estates: Wills of the Rich and Famous.